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Frequently asked questions
Clear answers about elevatr plans, imports, privacy, currencies, and everyday use.
What is elevatr?
elevatr is a personal budgeting web app for recording and reviewing transactions, setting categories, monthly budgets and savings goals, and planning ahead.
Is elevatr free?
Yes. The Free plan includes up to 100 recorded transactions per calendar month, custom categories, monthly budgets, savings goals, CSV, Excel and PDF statement imports, and JSON or CSV data downloads.
How much does elevatr Pro cost?
Published elevatr Pro plans are $9.99 per month or $74.99 per year. Review the price displayed at checkout before confirming a subscription.
What features come with elevatr Pro?
Unlimited transactions beyond the Free 100 each month; AI receipt capture and monthly AI summaries; Net worth, Cash forecast, and Debt payoff tools; Calendar check-ins and recurring reminders; Multi-currency planning and consolidated home-currency views with manual FX quotes.
Can I import a bank statement into elevatr?
Yes. You can import CSV, Excel (.xls or .xlsx), and PDF statement files, then review, edit, or remove draft rows before choosing to import them.
How does elevatr handle statement and receipt imports?
CSV and Excel rows are parsed in your browser. PDF text is read on your device when available; if AI row extraction is used, extracted statement text and limited file details are sent to elevatr's server and an AI service to prepare editable draft rows. Receipt images are OCR-processed on your device; after you consent, privacy-filtered text is sent for AI suggestions, not the image. Drafts are saved to your account only when you choose Import or save a transaction. See the Privacy Policy for details.
Does elevatr connect to my bank automatically?
No. The web app has no automatic bank connection or bank sync. You can enter transactions yourself or import a statement file.
Does elevatr include receipt capture?
AI receipt capture is a Pro feature. Receipt text is reviewed before you save a transaction, and sending text for AI suggestions requires your consent.
Does elevatr support multiple currencies?
Pro supports multi-currency planning and consolidated home-currency views using manual FX quotes. Automatic live exchange rates are not currently connected.
Is my financial data private in elevatr?
elevatr stores the information you enter or approve to run your account. Google sign-in does not request Gmail, contacts, Drive, calendar, or bank access. For details about statement and receipt imports, AI features, and analytics, read the Privacy Policy. elevatr does not connect directly to your bank.
Can I export or delete my elevatr data?
Settings provides JSON and CSV downloads and account deletion with typed confirmation. If you have a paid subscription, elevatr first requests cancellation at the end of the current paid period.
How do I cancel elevatr Pro?
Cancel through the subscription-management option in Settings. Cancellation stops renewal; Pro access remains until the end of the paid period.
Does elevatr offer refunds?
The Refund Policy says no refunds are offered. This does not limit consumer rights that cannot be waived under applicable law.