Subscription access
In ClarusFi, open Settings → Subscription, refresh the plan, and use Restore Purchases. Purchases and cancellations are managed by Apple. For billing or refund help, visit Apple Report a Problem.
AI availability or quota
The Subscription screen shows your current plan, remaining monthly requests, reset time, and any budget or provider restriction. Local record tools remain available when remote AI is limited. Confirm network access, relaunch ClarusFi, and try again.
Import and record issues
Review the import preview before confirming. If a record is wrong, cancel the preview or edit the saved record in ClarusFi. When asking for help, describe the import method and the visible error without attaching the financial source file.
Voice input
Check microphone permission in iOS Settings, confirm network access, and retry. The transcript remains editable and is not submitted to the wealth agent until you choose to send it.
Privacy, export, and deletion
Settings includes controls for remote AI, analytics, contributions, local export, iCloud backup, and local data deletion. For a privacy request, email [email protected]. See the Privacy Policy for details.
What to include
- ClarusFi version and build number.
- iPhone model and iOS version.
- The screen and action where the problem occurred.
- A privacy-safe description of the message you saw.