PlanOnce — Support

Getting Started

PlanOnce is a zero-based budgeting app. Every dollar (or yen, euro, pound) gets a job. Assign your income to categories, track what you spend, and see exactly where your money goes.

  1. Tap Start with Defaults on the Budget screen to create starter categories, or create your own.
  2. Add your income by tapping the banknote icon in the top-right corner.
  3. Assign your income to categories until the "To Assign" amount reaches zero.
  4. Record expenses as you spend by tapping the blue + button.

Frequently Asked Questions

Is my data safe?

Yes. Your budget data is stored locally on your device and is not sent to our servers. See our privacy policy.

How do I restore my purchase?

Go to Settings > Manage Pro Plan, Choose a Pro Plan, or Upgrade to Pro, then tap Restore Purchases. This restores an active Annual subscription or a previous Lifetime purchase for the Apple Account currently signed in to the App Store.

What is the 30-day Pro Preview?

All Pro features are available for 30 days from first launch. No payment method is required, and the Preview does not renew or convert into a paid plan. After it ends, your data remains visible and you can continue with the Free features or choose Annual or Lifetime Pro.

Can I import from YNAB?

Yes. Go to Settings > Import from CSV. Export your data from YNAB as CSV and import it into PlanOnce. Your categories, accounts, and transactions will be preserved.

How do I export my data?

Go to Settings > Data Management. You can create a complete JSON backup or export transactions, accounts, categories, and monthly budgets as separate CSV files. Exported files may contain sensitive financial information, so store them securely.

How do I restore a full backup?

Go to Settings > Data Management > Restore from Backup and select a PlanOnce JSON backup. Review the backup summary before choosing Replace Current Data. PlanOnce saves a local pre-restore recovery snapshot before replacement.

How do I manage or cancel Annual Pro?

Go to Settings > Manage Pro Plan and tap Manage Subscription. Annual Pro renews automatically unless canceled. Lifetime Pro is a one-time purchase and does not renew.

Contact

For bugs, feature requests, or questions, please open an issue on our GitHub repository.