A LITTLE CLARITY

A little help. A clearer path.

Start with the essentials

Create your account, verify your email and name your household. Choose your budget dates and core settings. Skip financial setup if you prefer, then add accounts, income and budgets when ready.

Bring your activity

Open Transactions, choose Import and download the CSV template. Match its columns to your bank export, review the preview and confirm. Your bank password is never needed.

Your trial and subscription

One verified account can start a 30-day trial, with no card and no automatic charge at the end. A household subscription is A$9.99/month or A$99/year. Eligible additional households under the same owner are A$2.99/month or A$29/year while the main household has paid or lifetime access.

Leave on your terms

Cancel renewal in Settings, Subscription. Access continues until the paid period ends. After trial or paid access ends, you can still read and export records. See the terms for the full conditions.

Keep a copy

Settings, Data has household backup and export controls. Transactions can also export CSV. Exports respect private-account visibility.

Delete carefully

Export first. Cancel paid billing before deleting an owned household. Shared household deletion affects every member. Account deletion has a separate confirmation and cannot be undone.

Talk to a person.

We aim to acknowledge messages within 5 business days. You can also email info@havenwealth.au. For privacy requests, use info@havenwealth.au.