Name: CashWise
Author: CashWise

Question 1

How is CashWise different from other budgeting apps?

Accepted Answer

Most apps only look backward to show you where you already spent your money. CashWise is a forward-looking wealth-building engine with unique tools—like Group Vaults and automated insights—designed to actively grow your net worth.

Question 2

How exactly does the Group Vault work?

Accepted Answer

Group Vault is an intelligent tracking ledger for shared expenses. It tracks who paid for what, calculates exactly what everyone owes, and lets you settle up instantly using the apps you already use—like Venmo, CashApp, or Zelle.

Question 3

Does CashWise hold the money in a Group Vault?

Accepted Answer

Never. CashWise doesn't hold or touch your money; we just do the math. Your funds stay safe in your own bank accounts, meaning you maintain 100% control over your cash at all times.

Question 4

How do I connect my bank accounts?

Accepted Answer

CashWise uses Plaid, a secure industry leader, to connect to over 12,000 financial institutions across North America seamlessly and safely.

Question 5

Is it safe to connect my bank account?

Accepted Answer

Yes. We use bank-level encryption and partner with Plaid—the exact same security system trusted by Venmo and Robinhood. We never see your login credentials, and your data is read-only.

Question 6

Do you sell my personal or financial data?

Accepted Answer

No. Your financial data belongs to you. We never sell your data to third parties or advertisers. Our business model is simple: we only make money if you choose to upgrade to a CashWise Pro subscription.

Questions, answered.

Getting Started

GroupVault

Budgeting & Accounts

Security & Privacy

Pricing

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