Getting set up
Create an account, answer the setup questions, and review your generated category plans and goals.
DIME SHIELD / help
Budgeting help. A clearer next step.
Find guidance for account setup, bank connections, budgets, and subscriptions.
Open account helpTHE BIG PICTURE
Start with the topic closest to your question. For account-specific problems, sign in and open Help from the app menu so you can use the available support flow.
Understanding your data
Account sync timing depends on your financial institution. Review transaction details when a category needs changing.
Getting support
Open Help from the app menu to review help topics or contact support about your account.
01 / YOUR GUIDE
Account access and setup.
If you cannot sign in, check that you are using the same method you used when creating the account. Social sign-in and email sign-in may follow different steps. For a verification message, check the address displayed and your spam folder before requesting another code.
- Confirm your email address and sign-in method.
- Use the latest verification code sent to you.
- Keep passwords and codes out of support messages.
02 / YOUR GUIDE
Balances, transactions, and connections.
A connected account can take time to update. Check the institution and account involved, then compare current and available balance labels. For a transaction issue, record the date, merchant, and a description of the problem without including sensitive credentials.
- Check whether the transaction is pending.
- Review its category and any splits.
- Use the bank’s own records to confirm important information.
03 / YOUR GUIDE
Plans, subscriptions, and support.
For a budget question, review the period and underlying transactions. For billing, check which platform handles your subscription and review its management options. If you still need help, explain what you expected and what happened instead.
- Include the screen and steps that led to the issue.
- Mention your device and app version if available.
- Use in-app Help for account-specific assistance.
GOOD TO KNOW
Find an answer.
Why is my transaction in the wrong category?
Merchant descriptions do not always describe the purpose of a purchase. Open the transaction and select the intended category; review any rules that may apply.
Why is a connected balance out of date?
Institution updates can be delayed. Check the connection status and compare with your bank before making decisions based on available funds.
How do I manage my subscription?
Use the subscription management options for the platform that billed you. Review renewal information and any cancellation confirmation there.
How can I contact support?
Sign in, open the app menu, and choose Help. The Privacy and Terms pages also include the existing contact addresses.
Still need a hand?
For a question about your own account, open Help from the app menu. Include the steps you took and what you expected to happen.
Open account help