Question 1

How do I upgrade or cancel my plan?

Accepted Answer

Go to Settings → Billing → Manage Subscription. This opens the Stripe Customer Portal where you can upgrade, downgrade, or cancel your plan at any time. Cancellations take effect at the end of your current billing period.

Question 2

When do my free AI questions reset?

Accepted Answer

Your 5 free questions reset automatically on the 1st of every month. You can see your current usage on the AI Advisors page. To get unlimited questions before the reset date, upgrade to Pro.

Question 3

Why does my net worth look different from what I expect?

Accepted Answer

WealthGuruAI calculates net worth as: total assets + real estate equity (property value minus mortgage balance) minus total debts. Make sure your mortgage balances, property values, and all debts are up to date in their respective tabs. Holdings and investment assets are tracked separately in the Holdings tab.

Question 4

Is my financial data secure?

Accepted Answer

Yes. Your data is encrypted in transit and at rest using Supabase infrastructure backed by SOC 2 compliant data centers. We never sell your data to third parties or share it with advertisers. All payment processing is handled by Stripe — we never store your card details.

Question 5

How do I add a mortgage or property?

Accepted Answer

Go to the Mortgages tab in the sidebar. Click '+ Add Mortgage' and enter your property details including value, balance, interest rate, and amortization. Your mortgage data automatically flows into your net worth, dashboard health score, and Paycheck Planner.

Question 6

What is the difference between Pro and Solopreneur?

Accepted Answer

Pro is designed for individuals and families — employees, professionals, and real estate investors managing personal wealth. Solopreneur is designed for self-employed professionals, freelancers, consultants, and holding corporation owners who need business-specific features including multiple ownership entity tracking, variable income planning, and the ability to invoice the subscription to their corporation as a tax-deductible business expense.

Question 7

Is WealthGuruAI available in my country?

Accepted Answer

Yes. WealthGuruAI supports users worldwide. Set your country and currency in Settings → Profile and the platform adapts — AI advice, investment account references, tax guidance, and debt relief options are all tailored to your specific country.

Question 8

How do I download my Wealth Blueprint or Paycheck Planner PDF?

Accepted Answer

For Wealth Blueprint: go to Wealth Blueprint → View Full Report → Download Full Report PDF (Business tier only). For Paycheck Planner: complete an allocation → scroll to the bottom → Download PDF (Pro and Business tiers).

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