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Dashwell — Support & Contact

Get help with Dashwell: Your Money Assistant for Mac, iPad, and iPhone. Choose your preferred way to contact us below.

Quick Contact

Email: info@dashwellsolutions.com

Contact Form

Or fill out the form below and we'll get back to you shortly.

Note: Please make sure to include any relevant details like which device and OS version you're on, whether iCloud sync is turned on, and what you were trying to do when the issue occurred.

Frequently Asked Questions

How do I track Apple Card and Apple Wallet activity?

Connect Bank Sync on iPhone to capture Apple Card, Apple Cash, and Savings with Apple activity into Banking mode. It uses Apple's on-device FinanceKit framework, so nothing leaves your device during capture — Dashwell never sees or transmits it.

How do I sync across my Mac, iPad, and iPhone?

Turn on optional iCloud sync to keep Portfolio, Stocks, Banking, and Custom data aligned across devices. It is off by default. A single sync status pill shows the current state, and Sync All updates everything in one tap. Each device keeps its own widget arrangement, so a wide Mac overview and a compact iPhone glance can share the same data. See the User Guide for setup.

Is my data private?

Yes. All data is stored locally on your device, and iCloud sync is optional and off until you enable it. Apple Wallet capture happens entirely on-device via FinanceKit. See our Privacy Policy for details.

I already use Dashwell Portfolio Creator or DashCSV — can I bring my data over?

Yes. On Mac, your portfolio, Custom Modes, and API keys copy over automatically on first launch. On iPad and iPhone, open your saved .findash or .dashcsv file via AirDrop, Files, or Import.

Which bank and card statements can I import?

Any bank or card statement CSV. Apple Card exports are auto-detected. Banking mode gives you a checkbook-style register per account, categorization, and monthly or annual budgets.

Can I build dashboards from my own spreadsheets?

Yes. Custom dashboards turn any CSV or Excel file into its own dashboard — inventories, collections, project trackers, and more — included at no extra cost.

What if I find a bug?

Please contact us using the form above or email info@dashwellsolutions.com. Include details about what you were doing and what happened.

Resources

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