akcha

Help

Akcha connects to your bank on a read-only basis and shows you what your money is doing. This page answers the questions that come up most — including the ones where Akcha behaves in a way worth explaining.

Getting started

What Akcha is, and what it will never do.

What does Akcha actually do?

It links your financial accounts through Plaid and brings the balances and transactions together in one place — then categorizes the spending, finds your recurring charges, tracks budgets and goals, and tells you what changed.

Akcha is read-only. It cannot move, hold, send, or spend your money, and it never has permission to. It is a window on your accounts, not a bank.

How do I connect my first account?

Go to Accounts → Connect a bank. Plaid’s secure window opens, you choose your institution and sign in there. Akcha asks for up to 365 days of history — how much actually arrives is up to your bank — so the first sync takes a minute and the app has real numbers to work with from day one.

My bank isn’t in the list, or won’t connect.

Some institutions — many pensions, group RRSPs, and insurance-held investments among them — are simply not reachable through Plaid. For those, add a manual account from Accounts and enter the balance yourself. It counts toward your net worth like any other account; you just update it when it changes.


Bank connections

Where most questions actually come from.

Today’s transactions aren’t showing. Is something broken?

Almost certainly not. Banks don’t publish transactions continuously — they post them in batches, and most publish once a day. TD Canada Trust, for example, refreshes overnight, so a coffee you bought this afternoon may not exist anywhere Akcha can reach it until tomorrow morning.

Every screen shows when your data was last refreshed. If that time is recent and a charge is still missing, the charge hasn’t reached us yet — it is waiting at your bank, not lost in Akcha.

How many banks can I connect?

1 during your free trial, and 10 on Akcha Pro. Each institution counts once, no matter how many chequing, savings, or card accounts it holds.

I’m under the limit, but Akcha won’t let me add another bank.

There is a second, monthly cap on how many connections you can create 5 on the trial and 15 on Pro, reset at the start of each month. It exists because linking a bank costs us whether you keep it or not, and it leaves room to link the wrong account and fix it. If you have hit it, everything already connected keeps working.

Akcha is asking me to reconnect a bank.

Banks expire the permission you granted, and some require you to re-approve every few months. It isn’t an error and nothing is lost. Akcha shows a Reconnect prompt on Accounts, and marks the affected accounts in the list; reconnecting reopens your bank on the same connection, so your history stays exactly where it is and you are not charged again.

A dead connection is the one failure worth catching early: balances and transactions quietly stop updating while every total on the page still looks authoritative. That is why Akcha puts the prompt in front of you rather than waiting to be asked.

How do I disconnect a bank myself?

Settings → Linked institutions, then the ⋯ menu on the institution → Remove. That ends the connection at Plaid, so no further data is collected.

What happens to my banks if I stop paying?

Connections stay live for 7 days after a trial or a paid period ends. After that we disconnect them, which stops new transactions from arriving. Everything already in your account remains; reconnect any time and the flow resumes.


Transactions & categories

How Akcha sorts your spending — and how you overrule it.

Who decides the category?

Akcha does, as each transaction arrives, from the merchant and the bank’s own description. It is right most of the time and openly unsure the rest of it: anything it can’t place with confidence is collected in the review queue — the banner at the top of Transactions — grouped by merchant, so one decision fixes every past and future charge from that name.

A transaction is in the wrong category.

Open it and change the category — from Transactions, or straight from the bar in Budgets. Your choice wins permanently and is remembered for that merchant.

Can I make my own categories?

Yes. Add one wherever you set a category, and it sits alongside the built-in ones everywhere in the app — budgets and insights included.

Two screens give me different totals for the same days.

On purpose, and both are right. Moving $2,000 into your own savings is neither earning nor spending, so the dashboard, budgets and insights all measure cash — real income and spending, with transfers between your own accounts taken out. The total on Transactions is a ledger total: it sums the rows you are looking at, transfers included, because it is the list’s own filter and would be wrong to report anything else. Where the two differ, Transactions shows the transfer amount that reconciles them.

Can I keep one transaction out of my totals?

Yes — open the transaction and switch on Exclude from budget. It stays in your list but leaves every budget, total and average, which is what you want for a reimbursed expense or a one-off that would distort the picture.


Budgets, goals & recurring

What the numbers on these screens are actually measuring.

How do budgets work?

A budget is a limit per category per period. Akcha reads it as a ledger: what came in, what went out, what’s left, and — when you open a category — the individual transactions behind the figure, where you can correct any that don’t belong.

Why does a recurring charge show a dotted date?

Because that date is an estimate, not a scheduled payment. Akcha finds recurring charges by watching your history; when a merchant bills on a steady day of the month, the date is firm. When it wanders — a bill that lands anywhere across three weeks — Akcha shows the date dotted and says what it was inferred from.

The same honesty applies to amounts: a charge that has varied between $102 and $208 is shown as that range, not as a tidy average that would read like a fact.

Akcha found a subscription I don’t have.

Detection works from repetition, so a few regular payments can look like a subscription when they aren’t. Open the item on Recurring to see the exact charges it was built from — and dismiss it if it’s wrong.

Can I set a goal with no target amount?

Yes — leave the target at 0 and the goal simply tracks what you’ve put aside, with no finish line. Useful for an emergency fund that is never really “done”.


Emails

What lands in your inbox, and how to stop it.

What will Akcha email me?

Account essentials — confirming your address, resetting your password — and, if it’s switched on, the weekly summary: what last week cost, where you stand, and what’s coming, sent Monday mornings. Nothing else. Akcha never emails marketing.

How do I turn the summary off?

Settings → Notifications, or the unsubscribe link at the bottom of any summary — that link works without signing in.

Why does my first summary not compare anything?

Because there is nothing yet to compare it to. Akcha records your total position when it sends each summary, so from the second one onward the change is two measured figures — never a guess dressed up as a measurement.


Billing

One plan, one price.

What does Akcha cost?

US$6.99 a month, after a 7-day free trial. Prices exclude tax: any sales tax, GST or HST is worked out from your billing address and shown before you pay.

What happens when the trial ends?

Access ends unless you subscribe — nothing is charged automatically at the end of a trial. Your data waits for you.

Who charges me, and what shows up on my statement?

Akcha is a product of Bilsis Information Systems and Technologies Inc., a Canadian company, and payments are handled by Stripe. Your card statement shows AKCHA.APP; the emailed receipt is headed with the company name instead, because a receipt has to carry the legal entity behind the product. Both are us.

How do I cancel?

Settings → Plan & billing → Cancel subscription. You keep Pro until the end of the period you’ve already paid for, and you’re not billed again. You can resume before that date and nothing changes at all.


Privacy & security

The short version. The full version is the Privacy Policy.

Does Akcha see my banking password?

No — never. You enter it with Plaid and your bank, in their window. Akcha receives a token that reads account data and nothing else, and that token is encrypted, with its key kept apart from the database.

Can anyone else see my data?

Every account is isolated at the database level, so one account can only ever read its own rows. We don’t sell your information and we don’t use your bank data for advertising.

How do I delete everything?

Settings → Delete account. It removes your data and disconnects your banks at Plaid, so no further information is collected about you. It cannot be undone.

Still stuck

Email support@akcha.app and a person will reply. Telling us which screen you were on and roughly when it happened gets you a real answer faster than a screenshot alone.