How can we help?

Common questions

Where is my data stored?

On your device, in a local file. Patrimony has no server and no accounts, so there is no login to reset and nothing for us to look up. See the Privacy Policy for detail.

How do I sync between my devices?

Sync is optional and off by default. On iPhone, iPad and Mac it uses your own iCloud account; on Android, Windows and Linux it uses a private app-data folder in your own Google Drive. Sign in to the same iCloud or Google account on each device. If data isn't appearing, check that you're online and signed into the same account on both devices.

I got a new phone. How do I move my data?

Turn on sync on your old device first, then sign in to the same iCloud or Google account on the new one. Because we never receive your data, we can't restore it for you, so keep sync on or export your data periodically.

Can I import my existing spreadsheet?

Yes. Patrimony can import net-worth history from an Excel file and rebuild your accounts and balance history from it. Import runs entirely on your device. If your spreadsheet doesn't import cleanly, email it to us only if it's safe to share, or describe its layout (which rows and columns hold dates, accounts and balances).

How do Face ID and balance hiding work?

You can require Face ID or Touch ID on every launch, and blur balances on screen until you tap to reveal them. Authentication is handled by your device's operating system; Patrimony never sees your biometric data.

Does Patrimony connect to my bank?

No, by design. You enter balances yourself a few times a year, and Patrimony keeps the history, charts and forecast.

What does Patrimony cost, and how do I get a refund?

Patrimony is a one-time purchase with no subscription. Payments and refunds are handled by Apple or Google, not by us. Request a refund through Apple or Google Play. If you've already bought it, you can use it on your other devices at no extra cost.

I found a bug or have an idea.

We'd love to hear it. Email us with what you expected, what happened, and the steps to reproduce it.

Legal

Read our Privacy Policy and Terms of Use.