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Forktail support

Let’s get you unstuck.

For the fastest help, send a short description, what you expected to happen, and when the issue occurred. Never email a bank password, full account number, or one-time security code.

Help topics

Contact Connections Safe to Spend Advisor Notifications Privacy requests Waitlist

Contact support

From the app

In supported early-access builds, open Settings → Send Feedback. You can review whether a screenshot and diagnostic logs are included before sending.

By email

Email maazali40@gmail.com. Include your Forktail account email, app version, and a concise description. Do not include bank credentials.

Account connections

A connection stopped updating

  1. Open Forktail and go to Settings → Connected Accounts.
  2. Look for an institution marked as needing attention.
  3. Choose reconnect or reauthorize and complete the provider’s sign-in flow.
  4. Return to Forktail and refresh. Some institutions take several minutes to provide new transactions.

Disconnect an institution

Open Settings → Connected Accounts, choose the institution, and disconnect it. This stops future access and removes the active connection from Forktail. You can also revoke access through Plaid, Akoya, or your financial institution where supported.

A connection page says the link is incomplete

Return to the Forktail app and begin the connection again. Account-connection links are short-lived and may not work if opened later or on a different device.

Safe to Spend and money plans

The number looks wrong

  • Refresh connected accounts and confirm recent transactions have arrived.
  • Review upcoming responsibilities, due dates, expected income, and flexible-spending assumptions.
  • Check the protection mode and buffer target.
  • Approve only the suggested changes that are correct; untouched plan items remain as they are.

Safe to Spend is an estimate based on the latest available data. For a payment or other time-sensitive decision, confirm the current balance with your financial institution.

Forktail Advisor

An answer is missing recent data

Refresh your accounts, then ask again and name the relevant time period. Forktail uses the newest data available to it, but a financial institution can delay or revise transactions.

Voice input is not working

Open iOS Settings → Privacy & Security → Microphone and make sure Forktail has permission. Voice is optional; the same question can always be typed.

An answer seems incorrect

Do not rely on it for a high-stakes decision. Check the underlying account or plan data, then send feedback with the question and what looked wrong. AI responses can make mistakes.

Notifications

Check Forktail’s notification preferences and iOS Settings → Notifications → Forktail. If notifications are enabled but a weekly recap does not arrive, confirm Forktail has your current time zone and that Background App Refresh is available.

Privacy, access, and deletion requests

Read the current Privacy Policy for a detailed data inventory, service providers, retention, and controls.

To request access, correction, or deletion, email maazali40@gmail.com from the email associated with your Forktail account. State the type of request. We may ask for reasonable verification before acting on it.

Waitlist

If the waitlist form says it could not save your place, check your connection and try once more. Re-entering the same email will not create duplicate memberships.

To update your email preferences or leave the waitlist, use the unsubscribe link in a Forktail email or contact support.

Useful details to include

  • What screen or feature you were using.
  • What you expected and what happened instead.
  • The approximate date and time.
  • Your Forktail app version and iOS version.
  • A screenshot only if it does not expose information you do not want to share.

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