Help & FAQs
General FAQs about using 22seven
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Goals & Investments
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What is a goal?
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What is the difference between active and inactive goals?
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Will my monthly debit order stop running if I reach my goal?
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How are my existing investments affected by goals?
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How do I stop contributing towards a goal?
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How do I edit an active goal?
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How do I create a goal?
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When will my goal start?
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How do you work out my suggested goal contribution?
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How do I transfer money from another tax-free savings provider to an investment through 22seven?
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How do I transfer money from my investment through 22seven to another tax-free savings provider?
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Customer Complaints Process
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Financial Glossary
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What are the types of investments that are available through 22seven?
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How to invest through 22seven.
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What happens when you invest once off?
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What happens when you invest monthly?
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What is a unit trust fund?
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What is a tax free investment?
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Why wouldn't you want a tax free investment?
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What is the difference between withdrawing and switching your money?
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What happens when you switch between funds?
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How long should I leave the money I’ve invested through 22seven?
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If I withdraw money from a tax free investment, can I “replace” it?
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How to withdraw money from your investment.
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Are tax free investments government products (like retail savings bonds)?
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What sort of growth return can be expected from the investments through 22seven?
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What's the minimum amount you can invest through 22seven?
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What fees do you pay when investing through 22seven?
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Why is your fee so much less than the industry average?
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What is a goal?
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Using 22seven
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What is 22seven?
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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 use spending alerts.
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How to see account balance trends.
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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 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 an account for the first time.
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How to link more accounts.
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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 22seven?
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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 22seven 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 link 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 auto account updates.
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What are View Only accounts and how do I set them up?
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How to add a crypto account.
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Transactions
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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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Why do some transactions not show in my budget?
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Security
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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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Do you store my bank login information on your servers?
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Mobile Apps
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How to create an account group on Android.
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How to disable account groups on Android.
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How to regroup an account on Android.
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How to use advanced filters when doing a transactions search on iOS.
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How to see account balance trends on iOS.
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How to use advanced filters when doing a transactions search on Android.
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How to see account balance trends on Android.
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How to filter accounts in Accounts on iOS.
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How to set a budget on iOS.
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How to rename accounts on iOS.
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How to view all uncategorised transactions on iOS.
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How to change a transaction category on iOS.
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How to change your Budget start date on iOS.
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Which mobile platforms does 22seven support?
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How to set a budget on Android.
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How to categorise transactions on Android.
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How to categorise more than one transaction at a time on Android.
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How to create your own category on Android.
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How to rename accounts on Android.
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How to create an account group on Android.
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Pricing