Help & FAQs
General FAQs about using 22seven
-
Security
-
Do you store my bank login information on your servers?
-
How is my information kept secure while travelling over the internet?
-
Who has access to the servers and other technology that holds your information?
-
Can 22seven employees view my bank account numbers or credit card numbers?
-
How can I protect my 22seven profile?
-
Do you store my bank login information on your servers?
-
Using 22seven
-
★
What is 22seven?
-
How to add a manual transaction
-
How to view suspicious and duplicate transactions in 22seven
-
Getting to know 22seven's categories
-
What's future budgeting and how do I use it?
-
What's Old Mutual Rewards?
-
Terms & Conditions ('Budget like a boss, win like a boss' competition)
-
What are account groups?
-
What are the Spending Groups and what do they mean?
-
How to export your Budget.
-
How to use spending alerts.
-
How to see account balance graphs/trends.
-
How do I make a suggestion?
-
How to change the Budget start date.
-
How does 22seven work?
-
Who is 22seven useful for?
-
How do I reset my 22seven password?
-
How do I change my email address?
-
Is it safe to use 22seven?
-
How do I close my 22seven profile?
-
★
What is 22seven?
-
Linking accounts
-
How to manually import a statement
-
How to find out what your vehicle is worth using 22seven
-
Setting up an FNB “view-only” profile
-
How to add a crypto account.
-
How to link a Luno account.
-
Which financial institutions can I link accounts from?
-
How to rename accounts.
-
How to link accounts to 22seven.
-
Why are you asking for my login details? It seems very risky.
-
How safe is it to give you my login credentials?
-
When/how does my data get updated on 22seven?
-
Why do I get SMSes from my bank when I log on to 22seven?
-
22seven supports my bank but I can't add it. What should I do?
-
Why does 22seven need my bank login information (username and password)?
-
How do I edit an account?
-
Can I use 22seven without having online access to my accounts?
-
How do I add a new account for a bank I've already added to 22seven?
-
Why can’t I upload my transaction history manually rather, for example as CSV files?
-
How do I delete an account so 22seven no longer gathers information from it, but I can still keep the transaction history?
-
How do I delete an account and all of its transactions from 22seven?
-
I'm being told that my login credentials are not correct but I am sure they are.
-
What happens if I change my details at my bank?
-
How to manually link something you have or owe.
-
What happens when my accounts don't update?
-
What can I do if 22seven does not support my financial institution?
-
How to enable or disable auto account updates.
-
What are View Only accounts and how do I set them up?
-
How to manually import a statement
-
Transactions
-
How to change a merchant
-
Why do some transactions not show in my budget?
-
How can I see my new transactions?
-
How to use advanced filters when doing a transactions search.
-
How to rename a transaction.
-
How to export transactions.
-
How to categorise transactions.
-
How to split transactions.
-
How to categorise more than 1 transaction at a time.
-
How to set a budget.
-
How to create your own category.
-
How are transactions categorised?
-
How do transfers get categorised? And can I hide transactions so they don't appear in 22seven? For example, when I transfer money between accounts?
-
How to change a merchant
-
Mobile Apps
-
How to create an account group on Android.
-
How to disable account groups on Android.
-
How to regroup an account on Android.
-
How to see account balance trends on iOS.
-
How to filter accounts in Accounts on iOS.
-
How to view all uncategorised transactions on iOS.
-
Which mobile platforms does 22seven support?
-
How to create an account group on Android.
-
Goals & Investments
-
22seven: Answers to your investment migration questions
-
Customer Complaints Process
-
Financial Glossary
-
What is a unit trust fund?
-
What is a tax free investment?
-
Why wouldn't you want a tax free investment?
-
Are tax free investments government products (like retail savings bonds)?
-
Which tax certificates will I receive from 22seven?
-
22seven: Answers to your investment migration questions
-
Pricing