Frequently Asked Questions

We use Plaid, a trusted third‑party service that lets you securely connect your bank accounts without sharing your credentials with us. Plaid supports thousands of banks and credit unions. If your institution isn’t supported, you can still add accounts manually.

Yes. We never store your banking login details and all data is encrypted both in transit and at rest. Our Plaid integration meets strict industry standards. You are always in control of your information and can revoke access at any time.

Absolutely. The Free plan gives you unlimited manual accounts, scheduled payments, cash‑flow projection and debt tracking at no cost. You can upgrade to unlock bank sync, budgets and other advanced tools whenever you’re ready.

You can always add accounts manually. We’re continually expanding coverage through Plaid and will let you know as soon as your institution is supported. In the meantime, manual accounts provide the same projections and scheduling features.

Those features are on our roadmap for version 1.0. We’re actively developing budgeting by category, rule‑based and machine‑learning categorisation, and we plan to roll them out soon. Sign up for SkedCore to get early access when they launch.

We know switching tools can be tough, which is why we’re building a CSV importer specifically for Mint exports. Look for this feature as part of our upcoming releases. Until then, you can manually recreate accounts and import scheduled payments.

Our cloud functions run daily to process scheduled payments, sync your accounts and recalculate your forward‑looking cash flow. You can also manually refresh your synced accounts at any time to see the latest information.

You can add a scheduled payment for any recurring income or expense. Simply choose the account, amount, frequency and next due date. SkedCore will automatically include it in your projections and create mirror entries when necessary. You can edit or cancel schedules whenever you need.