Frequently Asked Questions

Find answers to common questions about MoneyBloomr.

What is MoneyBloomr?+

Getting Started

MoneyBloomr is a financial dashboard platform for building custom views, tracking accounts, and surfacing intelligent insights.

How do I create an account?+

Getting Started

Click Get Started, sign up with your email, and choose a template or start from a blank workspace.

Is MoneyBloomr free?+

Getting Started

Yes. The Free plan includes core dashboards, templates, and manual transaction tracking.

What templates are available?+

Templates

We offer templates for budgeting, net worth, cashflow, goals, and business finance. New templates are added regularly.

Can I create my own template?+

Templates

Yes. You can customize any layout and save it as your own template for future use.

How does pricing work?+

Billing & Plans

MoneyBloomr offers monthly and yearly billing with a 20% discount for annual plans.

Can I switch plans?+

Billing & Plans

You can upgrade or downgrade at any time from your account settings.

Do you offer refunds?+

Billing & Plans

Refunds are evaluated on a case-by-case basis. Contact support for assistance.

How is my data protected?+

Data & Security

We use encryption in transit and at rest, strict access controls, and continuous monitoring.

Do you share data with third parties?+

Data & Security

We only share data with vetted service providers necessary to deliver the platform. We do not sell personal data.

What if I want my data deleted?+

Data & Security

You can request deletion through support and we will remove your data per policy requirements.

What devices are supported?+

Technical

MoneyBloomr works on modern desktop and mobile browsers with responsive layouts.

Do you provide API access?+

Technical

API access is available on Pro and Team plans for advanced integrations.

Can I export my data?+

Technical

Yes. Exporting data is available in Pro and Team plans for reporting and backups.

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