Help

How can we help?

Answers about getting started, your account, plans and billing, Connect your AI, and your data.

Getting started

Where can I use Adelante?

On iPhone, iPad and Android, from the App Store and Google Play. With Plus or Pro you can also use it in a browser, on a computer or on your phone, at app.adelantemoney.com: use the same account, or create one there.

Do I need an account?

Not on a phone or tablet: you can start right away, and your budget stays on that device. Create a free account when you want it saved, on all your devices, and safe if you lose your phone. When you do, you choose whether to keep the budget you already started.

Setting up your first account

Add an account (Checking, Cash…) with what’s in it today. Then add what repeats, such as pay, rent and bills, and the Forecast fills in by itself.

My real balance is different from the forecast

Open Accounts, choose the account, then Match the real balance, and enter today’s actual balance. Adelante adds an adjustment so the forecast starts from the right number.

Your account

I forgot my password

On the sign-in screen, tap Forgot password? and enter your email. Open the link we send to choose a new password. Nothing after a few minutes? Check your spam folder.

Change your email or password

Settings → Account, then Change email or Change password. A new email takes over once you confirm it from the new inbox.

Turn on two-step sign-in

Settings → Security → Two-step sign-in adds a 6-digit code from an authenticator app when you sign in. Keep the recovery codes it shows you: each one signs you in once if you lose your phone.

See where you’re signed in

Settings → Security → Signed-in devices lists everywhere your account is signed in. Sign out of any you don’t recognize, then change your password.

Plans and billing

What do Plus and Pro add?

Free has the forecast and Insights, with 2 accounts and 12 months ahead, and shows a few ads. Plus removes the ads and adds unlimited accounts and months, low-balance alerts, Connect your AI, bank sync with US banks, Adelante on the web and CSV export. Pro adds receipt photos on entries.

How does the free trial work?

When a plan comes with a free trial, the offer shows before you subscribe. If you don’t cancel before the trial ends, the plan you chose renews.

Cancel a subscription

You cancel a subscription where you bought it:

  • iPhone or iPad: open the Settings app, tap your name, then Subscriptions, then Adelante.
  • Android: open the Play Store, tap your profile picture, then Payments & subscriptions, then Subscriptions, then Adelante.
  • On the web: at app.adelantemoney.com, open Settings, tap your plan at the top, then Manage subscription.

You keep Plus or Pro until the end of the period you paid for. Deleting the app doesn’t cancel a subscription. Deleting your account ends a plan bought on the web right away, but doesn’t cancel one from the App Store or Google Play.

Refunds

The store that billed you handles refunds: Apple at reportaproblem.apple.com, Google from your Play Store order history. For a plan bought on the web, write to us.

Why do I see ads?

The free plan shows a few ads, labeled as ads. Plus and Pro have no ads.

Connect your AI

What is Connect your AI?

With Plus or Pro, you can connect an AI assistant such as Claude or ChatGPT to your budget and ask it questions in your own words, like whether a purchase fits this month.

How do I connect one?

Settings → Connect your AI, then pick your assistant and follow the steps. Adelante explains the risks first. You choose whether it can only read your budget or also make changes.

Remove an AI app

Settings → Connect your AI lists every app you connected. Remove one and it loses access right away.

Your data and privacy

Does Adelante connect to my bank?

Only if you want it to. With Plus or Pro, Settings → Bank sync connects a US bank or card account through Plaid: you sign in to your bank in Plaid’s window, and Adelante never sees your bank password. Its transactions come into your forecast for you to review. Disconnect any time in the same place. Without it, you enter the balances and bills you want to plan yourself.

Does it work offline?

Yes. Your budget is kept on your device, so you can keep adding and changing things without a connection. With an account, changes sync the next time you’re online.

Download your data

Settings → Privacy → Download my data saves one file with your account details and your whole budget. With Plus or Pro you can also export the forecast as a spreadsheet (CSV) from Settings → Your data.

Change your privacy choices

Settings → Help → Privacy choices lets you turn usage statistics and ad measurement on or off at any time.

Delete your account

Settings → Privacy → Delete account. Your account and all its data are deleted right away, on every device. This can’t be undone. Can’t sign in? Ask us by email.

Still stuck?

Write to us at [email protected].

Write from the email on your account, or use Settings → Help → Contact us in the app, which adds your app version for us.