Help Center

Last updated September 1, 2026 · 10 articles · Can't find what you need? support@keepingup.com

Connections

How do I connect a bank account?

Walkthrough for linking your bank, brokerage, credit card, and retirement accounts via Plaid. Free tier limit: 2 accounts. Pro: unlimited.

Why is my Plaid connection broken? How do I reconnect?

Plaid connections drop ~every 90 days when banks rotate security tokens. Five-step reconnection procedure plus when to escalate to support.

Benchmarks

How are peer benchmarks computed?

Methodology overview: cohort definition (city × industry × age), nightly computation, sample-size thresholds, privacy guarantees. Full statistical detail at /methodology.

Billing

How do I cancel my subscription or get a refund?

Cancel any time via web Settings or iOS Settings → Subscriptions. Refund requests honored within reason; FM price-lock forfeited on cancellation.

AI Advisor

How does the AI Advisor work?

Claude-powered financial advisor grounded in your real Plaid data. 20 queries/day for Pro. Not a registered investment advisor — for professional advice consult a licensed advisor.

Privacy

What data does Keeping Up store, and where?

Three data categories: account, financial, derived. Stored encrypted at rest in Neon Postgres (US-East-1). Bank credentials never stored; full vendor list in Privacy Policy.

How do I export my data?

Self-service GDPR/CCPA export at Settings → Privacy → Export Data. Returns a ZIP of account, transactions, accounts, net-worth history, AI history, and settings.

Account

How do I delete my account?

Request at Settings → Privacy → Delete Account. 7-day undo window. Personal data purged within 30 days; aggregated financial data retained 7 years per regulation.

Sharing

How do I share my benchmark rank?

Generate a shareable image of your cohort percentile with one tap. No personal data in the image. Referral credit if anyone signs up via your link.

Troubleshooting

AI Advisor returns errors — what's wrong?

5-step troubleshooting flow: check daily limit, status page, simpler question, Plaid connection, then contact support with details.

Still need help?

Email us at support@keepingup.com — Jon (our founder) reads every message and replies within 1 business day, usually faster.

Or check keepingup.com/status if you suspect an outage.