{"schemaVersion":1,"source":"MoneyCoach Help Center","guidance":"Check each article’s platform, versionScope, lastVerified, and sources. The content reflects documented behavior and may not cover the customer’s exact situation. Ask for missing details or escalate issues outside the documented steps.","count":4,"articles":[{"slug":"connect-your-bank-account","title":"Connect a bank account","summary":"Link a supported bank through the bank's secure authentication flow.","category":"online-banking","platforms":["iOS","iPadOS"],"versionScope":"Instructions checked against released app source code for MoneyCoach 12.1, for the European GoCardless flow. Other connection flows have not been verified.","lastVerified":"2026-10-15","verificationBasis":"released-source","sources":[{"title":"How To Connect Your Bank Account","url":"https://moneycoach.ai/guides/how-to-connect-your-bank-account"},{"title":"Online Banking","url":"https://moneycoach.ai/online-banking"}],"sections":[{"heading":"Steps","paragraphs":["These steps describe the European GoCardless connection flow. Online Banking requires an active MoneyCoach Premium plan and availability depends on country and bank."],"steps":["Open Accounts and tap +.","Choose Link Bank Account, review the privacy information, and tap Continue.","Sign in to MoneyCoach if prompted, then choose the country or region.","Find the bank by name, BIC, or BLZ. If it is missing, use Request a new bank.","Review the bank information and tap Connect.","Complete the bank's authentication flow and keep MoneyCoach open while it processes the connection.","On the Connected screen, review the accounts and tap Finish.","When Connection successful! appears, tap Complete Setup."]},{"heading":"If the country or bank is unavailable","paragraphs":["Check the Online Banking page for availability. If the country is not supported, the guide links to the country leaderboard. If the bank is missing, the app offers Request a new bank."]}],"escalation":"If the connection flow fails after the bank authentication step, ask which bank and country they selected, what screen or error appeared, and whether MoneyCoach showed a connection status. Do not ask for bank credentials or authentication codes.","url":"https://moneycoach.ai/help/connect-your-bank-account"},{"slug":"finish-an-interrupted-bank-link","title":"Finish an interrupted bank link","summary":"Finish setup for a bank link that is not yet saved on this device.","category":"online-banking","platforms":["iOS","iPadOS"],"versionScope":"Instructions checked against released app source code for MoneyCoach 12.1.","lastVerified":"2026-10-15","verificationBasis":"released-source","sources":[{"title":"How To Finish Linking Your Online Banking Account","url":"https://moneycoach.ai/guides/how-to-finish-linking-your-online-banking-account"}],"sections":[{"heading":"Steps","paragraphs":["An active MoneyCoach Premium plan is required to refresh your bank links and show the unfinished-link card.","This card appears for a non-expired bank link that is not yet saved with an online banking account on this device. It does not prove that you interrupted setup."],"steps":["Open MoneyCoach and find the Finish Linking Your Account card at the top of Overview.","Tap Connect, then Finish.","Tap Complete Setup."]}],"escalation":"If the card is absent or the flow cannot be completed, ask for the MoneyCoach version, bank name, and the step or error where setup stops. The guide does not document other recovery steps.","url":"https://moneycoach.ai/help/finish-an-interrupted-bank-link"},{"slug":"import-transactions-from-csv","title":"Import transactions from a CSV file","summary":"Import transaction history and map CSV columns to MoneyCoach fields.","category":"data-import-export","platforms":["iOS","iPadOS"],"versionScope":"Instructions checked against released app source code for MoneyCoach 12.1.","lastVerified":"2026-10-15","verificationBasis":"released-source","sources":[{"title":"Getting Started: How To Import CSV Files In MoneyCoach","url":"https://moneycoach.ai/guides/import-csv-files-in-moneycoach"},{"title":"How To Import Apple Card Statements","url":"https://moneycoach.ai/guides/how-to-import-apple-card-statements"}],"sections":[{"heading":"Steps","paragraphs":["Import CSV… maps account values from the file; Import CSV to Existing Account… sends all imported rows to one existing account. Apple Card statements have a separate import option."],"steps":["Open Settings > Import & Export.","Choose Import CSV… to map account values from the file, or Import CSV to Existing Account… if every row belongs in one existing account.","Select the CSV file from the file picker.","For Import CSV…, map the required account, category, date, and amount fields. Import CSV to Existing Account… supplies the account automatically; category, date, and amount are still required.","Map transaction type and other optional fields when your file contains them.","Tap Import and let MoneyCoach finish processing the file, then review the imported transactions."]},{"heading":"Transfers","paragraphs":["For transfer rows, use the Transfer category or its localized name. Set the transaction type to Expense for the sending-account row and Income for the receiving-account row, then review both entries after import."]}],"escalation":"If imported rows look wrong, tell support which columns you mapped to account, category, amount, date, and transaction type. Share column headers and a made-up example if needed; do not send actual transaction records, names, account numbers, or other financial information.","url":"https://moneycoach.ai/help/import-transactions-from-csv"},{"slug":"remove-an-online-banking-connection","title":"Remove an online banking connection","summary":"Stop syncing and remove a linked bank connection from MoneyCoach.","category":"online-banking","platforms":["iOS","iPadOS"],"versionScope":"Instructions checked against released app source code for MoneyCoach 12.1.","lastVerified":"2026-10-15","verificationBasis":"released-source","sources":[{"title":"How To Delete An Online Banking Connection","url":"https://moneycoach.ai/guides/how-to-delete-an-online-banking-connection"}],"sections":[{"heading":"Steps","paragraphs":["A connection can contain several bank accounts. Deleting the connection removes its online banking link and connected accounts from MoneyCoach."],"steps":["Open Accounts and tap the options menu in the top-right corner.","Choose Manage Connections.","Open the menu for the bank connection to remove.","Choose Delete Connection, then confirm by tapping Delete Connection in the dialog."]},{"heading":"Refresh the connection list","paragraphs":["Pull down in Manage Connections to refresh the connection list and its status. This is separate from Refresh transactions in a connection’s menu. Tap Done to close Manage Connections."]},{"heading":"Choose the right action","paragraphs":["Removing one account from the Accounts list does not remove the bank connection. Use Refresh transactions if the goal is to download transactions again; deleted transactions may reappear, and new or re-imported transactions may use bank or default categories. Use Renew Connection when the connection is marked Expired."]}],"escalation":"Before guiding deletion, confirm the customer intends to remove the whole connection and its linked accounts. If they only need to refresh data or renew expired access, use Refresh transactions or Renew Connection as appropriate.","url":"https://moneycoach.ai/help/remove-an-online-banking-connection"}]}