Help & FAQs
General FAQs about using Vault22
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Security
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Terms of Service Version 2.4, effective 1 March 2024
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Privacy Policy version 2.6, effective 1 March 2024
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Terms of Service Version 2.3, 4 March 2021
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Managing your third party access requests
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Privacy Policy version 2.5, 4 March 2021
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Do you store my bank login information on your servers?
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How is my information kept secure while travelling over the internet?
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Who has access to the servers and other technology that holds your information?
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Can 22seven employees view my bank account numbers or credit card numbers?
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How can I protect my 22seven profile?
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Terms of Service Version 2.4, effective 1 March 2024
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Using 22seven
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What is 22seven?
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How to add a manual transaction
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Getting to know 22seven's categories
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What's future budgeting and how do I use it?
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What's Old Mutual Rewards?
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How to disable account groups on Web
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What are account groups?
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What are the Spending Groups and what do they mean?
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How to export your Budget.
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How to see account balance graphs/trends.
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What does it cost to use 22seven?
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How do I make a suggestion?
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How to change the Budget start date.
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How does 22seven work?
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Who is 22seven useful for?
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How do I reset my 22seven password?
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How do I change my email address?
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Is it safe to use 22seven?
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How do I close my 22seven profile?
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What is 22seven?
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Linking accounts
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How to manually import a statement
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How to find out what your vehicle is worth using Vault22
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How to add a crypto account.
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How to link a Luno account.
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Which financial institutions can I link accounts from?
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How to rename accounts.
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How to link accounts to Vault22.
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Why are you asking for my login details? It seems very risky.
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How safe is it to give you my login credentials?
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When/how does my data get updated on 22seven?
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Why do I get SMSes from my bank when I log on to 22seven?
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22seven supports my bank but I can't add it. What should I do?
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Why does 22seven need my bank login information (username and password)?
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How do I edit an account?
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Can I use 22seven without having online access to my accounts?
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How do I add a new account for a bank I've already added to Vault22?
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Why can’t I upload my transaction history manually rather, for example as CSV files?
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How do I delete an account so Vault22 no longer gathers information from it, but I can still keep the transaction history?
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How do I delete an account and all of its transactions from 22seven?
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I'm being told that my login credentials are not correct but I am sure they are.
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What happens if I change my details at my bank?
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How to manually add something you have or owe
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What happens when my accounts don't update?
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What can I do if 22seven does not support my financial institution?
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How to enable or disable auto account updates.
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How to manually import a statement
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Transactions
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How to tag transactions
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How to change a merchant
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Why do some transactions not show in my budget?
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How can I see my new transactions?
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How to use advanced filters when doing a transactions search.
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How to rename a transaction.
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How to export transactions.
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How to categorise transactions.
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How to split transactions.
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How to categorise more than 1 transaction at a time.
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How to set a budget.
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How to create your own category.
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How are transactions categorised?
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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?
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How to tag transactions
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Mobile Apps
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Goals & Investments