Preparing your dashboard and financial data...
Support Center
Find help for sign-in, workspaces, budgets, financial tools, subscriptions, security, privacy, and account data.
Quick help
Select the area that best matches your question or issue.
Get help creating an account, signing in, confirming your email, resetting your password, or managing MFA.
Learn how personal, household, business, and organization workspaces operate.
Find guidance for monthly budgets, transactions, bills, goals, debts, accounts, and reports.
Get assistance with plans, trials, payments, invoices, upgrades, downgrades, and cancellations.
Report suspicious activity, secure your account, and review CASE Budget security guidance.
Request access, correction, export, or deletion of eligible personal information.
Account
Use these steps for account registration, email confirmation, password recovery, sign-in errors, and multi-factor authentication.
Collaboration
CASE Budget uses individual accounts and role-based workspace access for personal, household, business, and organization collaboration.
Review access regularly
Workspace owners and administrators should verify that every member still requires access to the workspace and its financial information.
Financial planning
CASE Budget is designed to organize monthly plans, transactions, bills, savings goals, debts, accounts, investments, and net worth.
Financial information may require verification
CASE Budget calculations and imported records may be delayed, incomplete, or inaccurate. Always verify important financial information with the official source.
Plans and payments
Subscription features may differ by plan, workspace type, billing cycle, member limit, account limit, and connected-service access.
Security
Take immediate action when you suspect unauthorized access, exposed credentials, suspicious sign-ins, or misuse of your workspace.
Report active security concerns
Use the security mailbox for suspected vulnerabilities, unauthorized access, exposed credentials, or account compromise.
Privacy
Contact the privacy team for requests involving personal information, exports, corrections, account closure, or deletion.
Common questions
Review common account, workspace, security, and data questions.
Check your spam or junk folder, confirm that the email address was entered correctly, and wait a few minutes. You may also return to the sign-in page and request another confirmation message when that option is available.
Yes. CASE Budget will include account-security settings where authenticated users can update their password and manage multi-factor authentication.
Yes. Household workspaces are designed to support authorized collaboration through individual user accounts and workspace roles. Password sharing should not be used.
Shared workspace visibility depends on the member's assigned role. Owners and administrators should review workspace membership and permissions regularly.
No. CASE Budget is a financial organization and planning platform. Unless a future feature explicitly states otherwise, it does not hold deposits, transfer funds, originate loans, or execute investments.
Review the Data Deletion page in the Legal Center and contact the privacy team from the email address associated with your CASE Budget account.
Still need help?
Include your account email, workspace name, a clear description of the issue, relevant dates, and screenshots with sensitive information removed.