Advice and answers from the PennyPal Team

PennyPal Help Desk is the official support center offering step-by-step guides, troubleshooting procedures, and answers for budgeting, account sync, and billing.

Browse Help Topics by Category

🏦

Accounts Management

Learn how to manage your bank accounts, link new accounts, and track balances

12 articles
💳

Transaction Management

Guide to managing transactions, categorizing expenses, and viewing history

15 articles
🔄

Recurring Transactions

Set up and manage recurring payments, subscriptions, and automatic transfers

8 articles
💰

Budget Planning

Create and manage your budget, set spending limits, and track progress

10 articles
⚙️

Budget Rules

Automate transaction categorization with merchant, amount, and category rules

11 articles
🎯

Financial Goals

Set and track your financial goals, savings targets, and milestones

9 articles
📄

Document Management

Manage and view your financial documents, receipts, and statements

7 articles
📈

Investment Portfolio

Manage and view your investment portfolio, stocks, and asset allocation

11 articles
💵

Cashflow Analysis

Manage and view your cashflow, income, and expenses with visual analytics

14 articles
🔔

Notification Rules

Configure alert preferences, thresholds, and delivery channels for notifications

11 articles
👤

Profile Management

Manage personal information, contacts, security settings, and account preferences

14 articles
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Family Management

Add and manage family members, set permissions, and control shared access

10 articles
💰

Subscription Management

Manage your subscription plans, payment methods, and billing preferences

11 articles
🧾

Invoices & Transactions

Manage and view your payment invoices, transactions, and billing history

13 articles
💰

SplitPal Management

Learn how to manage your SplitPal account, transactions, and shared expenses

12 articles
💳

Card Management

Manage your debit and credit cards, view transactions, and set limits

10 articles
🧾

Receipt Management

Manage and view your receipts, upload new receipts, and categorize them

12 articles
📊

Financial Forecasting

Learn how to forecast your financial future, plan for expenses, and set goals

10 articles
🤖

Chatbot Assistance

Get help from our AI-powered chatbot for quick answers and guidance

8 articles
🔄

Workflow Management

Learn how to manage your workflows, automate tasks, and improve efficiency

12 articles
❓

Support

Get help with any issues or questions you may have

5 articles