Faqs

We’re the team building the all-in-one solution to help you track finances, budget
smarter, and grow faster—driven by passion, purpose, and innovation.

Answers to Your Most Frequent Questions

Explore how Moneo’s powerful tools—from expense tracking to custom reports— make managing your finances simple and stress-free.

Do you offer a free trial so I can test the platform first?

Yes! Moneo offers a 14-day free trial with full access to all features. You can explore the platform risk-free, and no credit card is required to get started.

How secure is my financial & personal data on your platform?

Your financial and personal data is completely secure with Moneo. We use bank-level encryption, advanced firewalls, and strict privacy standards to protect your information, and we never share your data with third parties.

What happens if I cancel my subscription?

If you cancel your subscription, you will retain access until the end of your current billing period. Your data remains safe, and you can reactivate your account anytime without losing your financial history.

Is the platform suitable for international users?

Yes! Even our Free Plan allows you to securely link at least one account. Higher-tier plans support unlimited account connections, making it easy to manage all your finances in one place.

Is it possible to connect more than one bank account?

Yes! You can connect multiple bank accounts with Moneo. The Free Plan allows at least one account, while higher-tier plans support unlimited connections for full financial management.

Am I locked into a contract, or can I cancel at any time?

You are not locked into any contract. Moneo allows you to cancel your subscription at any time with no hidden fees, giving you full flexibility and control over your plan.

How often is my financial data updated?

Your financial data is updated in real time or as soon as your linked accounts sync. This ensures you always have the most accurate and up-to-date overview of your finances.

Do you offer dedicated customer support?

Yes! Moneo provides dedicated customer support to help you with any questions or issues. Premium plan users also receive priority support for faster assistance.

Powerful Features That Make Finance Easy

Explore powerful tools that simplify your finances. From expense tracking to custom reports, Moneo makes money management easy and efficient.

Expense Tracking

Automatically categorize and
tag expenses across accounts
and cards.

Invoice & Billing Tools

Easily create, send, and track
professional invoices in just a
few clicks.

Multi-Account Sync

Quickly connect all your bank and credit accounts in one secure dashboard.

Custom Reports

Effortlessly generate detailed, customizable insights for personal or business analysis.

Works Seamlessly With Your Favorite Tools

Connect the tools you already use and effortlessly automate your financial workflows with ease. Seamlessly sync data across platforms without manual entry.