Support

Tell us what broke—or what felt harder than it should.

SamePocket is an invite-only beta. Direct feedback helps us fix the right thing, and you can reach a person at the same address for product, privacy, or security help.

Supported beta devices

SamePocket is built from one app project for iPhone, iPad, Mac, and Apple Watch. The TestFlight invitation lists the exact operating-system and device availability of each submitted build.

Sign-in and household invitations

• Use the exact email address or Apple sign-in method tied to your invitation.
• Before accepting a household invitation, confirm the inviter and remember that members can see sensitive shared business and personal records.
• If a sign-in link expires, request a new one. Do not forward it.
• If access looks wrong, sign out and contact support rather than creating duplicate households.

Bank linking and transaction updates

Bank connection is optional and opens Plaid Link. SamePocket never asks you to paste a Plaid client secret or access token into the app, and you should never send one to support. Institution credentials are entered only in Plaid’s connection flow. Institution coverage and update timing vary.

If data looks stale, check the last-sync message, follow any reconnect prompt, and compare the source account before changing your books. Report duplicate, missing, or incorrectly signed amounts with the institution name and masked last four digits—not a full account number.

Reviewing shared transactions

A suggestion is not a final accounting or tax decision. Confirm whether an item is Business, Household, Split, Transfer, or Needs discussion. If two members edit the same item, reopen it and confirm the saved result. Contact support if either member sees a different final state.

Invoices and payments

SamePocket prepares and approves recurring invoice drafts. Confirm the client, dates, line items, costs, and totals, then open Nickel to create or send the invoice. If connected, SamePocket can read limited Nickel invoice and bill status but cannot change or send anything. SamePocket does not guarantee payment.

Nickel availability

An owner or admin can connect Nickel Plus in Settings. Authorization happens in Nickel’s browser flow; never paste or email a Nickel token. SamePocket’s integration is read-only and cannot create, edit, send, pay, refund, cancel, or delete provider records.

Disconnecting a bank or deleting data

Use Overview → Banking to disconnect a bank or archive and restore transactions. Use Settings for invitations, Nickel, and account deletion. Disconnecting a bank stops future retrieval but keeps already-imported bookkeeping records. Archiving hides a transaction from daily queues without deleting it or changing accounting totals. Account deletion is not the same as canceling an Apple subscription.

For the complete effect of each control, read Privacy Choices. If a beta defect prevents a control from completing, email [email protected] from the address on the account.

Security issues

If you believe someone has accessed your SamePocket account or shared household without permission, disconnect the affected institution when safe, protect your email or Apple account, and contact [email protected] with “SamePocket security” in the subject. Do not include secrets or full financial records.

Before relying on an export

Compare totals with source accounts, review unmatched and split items, and open the exported file before giving it to tax software or a professional. Software import formats and tax treatment can change. SamePocket is bookkeeping software, not financial, tax, legal, or accounting advice.

Policies

Read the Privacy Policy, Privacy Choices, and Terms of Use.