Question 1

What are the system requirements for Canopy Finance?

Accepted Answer

Canopy Finance requires macOS Tahoe (macOS 26) or higher. It's designed exclusively for Mac and takes advantage of the latest Apple technologies, including Apple Intelligence features.

Question 2

Is my financial data stored in the cloud?

Accepted Answer

No. Canopy Finance stores all your financial data locally on your Mac. Your sensitive information never leaves your device without your explicit permission, giving you complete control and privacy.

Question 3

Can I import data from other financial apps?

Accepted Answer

Yes! Canopy Finance supports importing data from popular financial apps and services. You can import transactions, categories, and budgets from CSV files, as well as connect to supported financial institutions for automatic updates.

Question 4

Does Canopy Finance support multiple currencies?

Accepted Answer

Absolutely. Canopy Finance supports multiple currencies and automatically handles currency conversion using up-to-date exchange rates. You can track accounts, investments, and transactions in any currency.

Question 5

How does the Apple Intelligence integration work?

Accepted Answer

Canopy Finance leverages Apple Intelligence to provide smart transaction categorization, natural language search, and personalized financial insights. You can ask questions about your spending habits in natural language and get intelligent responses based on your financial data.

Question 6

Is there a subscription fee?

Accepted Answer

Canopy Finance is available as a one-time purchase. There are no recurring subscription fees or in-app purchases. Your purchase includes all features and future updates.

Question 7

How can I get support if I have issues?

Accepted Answer

We offer comprehensive support through our help center, email support, and community forums. You can reach our support team at support@canopyfinance.app for personalized assistance.

Question 8

Can I use Canopy Finance on multiple Macs?

Accepted Answer

Yes, your license allows you to use Canopy Finance on all Macs that you personally own and use. You can sync your data between devices using iCloud or our secure cloud sync feature.

Question 9

Does Canopy Finance work offline?

Accepted Answer

Absolutely! Since your data is stored locally on your Mac, you can use Canopy Finance without an internet connection. Some features that require online services (like bank synchronization) will resume when you're back online.

Question 10

Is Canopy Finance available in languages other than English?

Accepted Answer

Canopy Finance is currently available in English, with plans to add support for additional languages in future updates. We're prioritizing languages based on user demand.

Question 11

Can I customize the categories for my transactions?

Accepted Answer

Yes, Canopy Finance allows full customization of transaction categories. You can create, edit, and organize categories to match your specific financial organization needs.

Question 12

Does Canopy Finance offer budgeting tools?

Accepted Answer

Yes, Canopy Finance includes powerful budgeting tools that allow you to set spending limits by category, track your progress, and receive notifications when you're approaching your limits.

Frequently Asked Questions