Help center

Help and support

Short, honest answers to the questions people ask most before and during early access. If your question is not here, email and ask.

How do I get access?

  • The demo is public, uses sample data, and needs no sign-up.
  • Self-serve accounts are open: create an account, name your workspace, and connect your accounts when you're ready.
  • Concierge users can book a call to scope custom dashboards, integrations, or ledger-aware automation.

How do I sign in?

Live access uses a passkey (WebAuthn) rather than a password, so sign-in relies on your device's biometrics or PIN. There is no password to reset; if you lose access to your passkey, contact support to recover your account.

Is my bank login safe?

  • Live bank sync runs through Akahu and is read-only.
  • YouInc never sees or stores your online-banking password.
  • You choose which accounts to share and can revoke access from Akahu at any time.

Which banks and accounts are supported?

Live sync currently covers New Zealand accounts available through Akahu. Anything without a feed — property, KiwiSaver, vehicles, private loans — can be tracked as a manual account. See integrations for detail.

Can I get my data out?

Yes. Export your full ledger as plain-text accounting journals at any time — there is no lock-in. Do this before you cancel or delete. The data controls page has the steps.

How do I cancel or delete my account?

Cancelling stops billing; deletion removes your data. They are separate — you can cancel and keep your data, or ask for full deletion. Export first if you want a copy. See data controls.