> dollarguard --help
Support
DollarGuard is a small, focused app from an independent developer in British Columbia. A real person reads every message — no ticket maze, no bot runaround.
// the maker
HEAP BRANDS
DollarGuard is made by James Heap, operating as HEAP BRANDS, in Qualicum Beach, BC, Canada.
Frequently asked questions
How do I reset my passcode?+
For your security, the passcode can't be recovered or bypassed. If you've forgotten it, you'll need to delete and reinstall the app — which also erases local data. To avoid this, enable Face ID / Touch ID as a faster unlock, and keep a recent CSV export or device backup.
Where is my data stored? Is it backed up?+
Everything lives locally on your iPhone. DollarGuard has no server that stores your financial data. Two ways to back up: turn on Settings › iCloud Backup for a daily backup file in your own iCloud Drive (the last 7 are kept), and your normal iPhone/iCloud device backup includes DollarGuard too. We can't see or recover either — keep them on.
Can I export my transactions?+
Yes. Go to Settings › Export Data to download your full history as a CSV you can open in Excel, Numbers, or Google Sheets. Your data is always yours to take with you.
Does DollarGuard connect to my bank?+
No — and that's on purpose. DollarGuard is a manual tracker for privacy-conscious people. You enter transactions yourself, so your banking credentials never touch the app and never leave your control.
What is PATCH, and is it private?+
PATCH is an optional in-app assistant that answers questions about your money in plain language. It's off by default. When you turn it on and ask a question, that question and the figures needed to answer it go through our server (run on Cloudflare) to OpenAI, and you're told this before you switch it on. PATCH can suggest entries, but nothing is saved until you tap APPLY. AI can be wrong, and PATCH isn't financial advice. Turning PATCH off deletes its chat history from your phone. Prefer to share nothing? Leave PATCH off — every other feature works fully offline. Details in the Privacy Policy.
How do I add a transfer between accounts?+
From the Spending tab, tap [ ⇄ ] to start a transfer. Choose the source and destination accounts, enter the amount (with an exchange rate if the currencies differ), and save. Transfers keep both account balances accurate and stay fully traceable in history.
Can I set up recurring transactions?+
Yes. Go to Settings › Recurring Rules to create entries that repeat daily, weekly, monthly, or yearly — ideal for rent, subscriptions, and paychecks. They generate automatically on schedule, and you can deactivate any rule at any time.
Does it handle multiple currencies?+
Yes. Hold accounts in different currencies and record transfers with exchange rates. DollarGuard never adds different currencies together — totals are grouped and shown per currency, so the numbers always mean something.
Will it stay fast with years of data?+
It's built for exactly that — reports and search are designed to stay quick across decades of history and tens of thousands of transactions.
What does it cost?+
Free covers 2 accounts and every core feature, plus 10 PATCH questions to try. Pro is a one-time purchase (no subscription) that removes the account limit. PATCH is a separate subscription (first month free, up to 300 questions a month under fair use). Pro doesn't include PATCH. Prices are on the home page; the App Store shows your local price before you pay.
I got a new phone — how do I get my purchases back?+
Sign in with the same Apple ID, open the paywall and tap [ RESTORE PURCHASES ]. To cancel PATCH, go to your iPhone's Settings › Apple ID › Subscriptions. Refunds are handled by Apple.
It's not on the App Store yet — how do I try it?+
DollarGuard is in final testing on TestFlight ahead of its App Store launch. Email [email protected] to ask about access.
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