How can we help?
Questions about your records, bank connections, exports or your account. Include the page you were on and what failed.
Contact Casharchy
Email support@casharchy.com for help with records, institution connections, exports, or account deletion. Include the page you were on and the action that failed.
Write to us → In the appReport an issue
When signed in, use Report an issue in the app navigation to send a title, details, and optional screenshots (together with your current page path, screen size, browser user agent, and account email) to our private GitHub issue tracker.
Open the app → WalkthroughRequest a demo
Want to see Casharchy before you set it up? Ask for a short walkthrough and we will find a time with you.
Request a demo →Your data
Export a copy of your records using the data backup section in Settings. On a paid account, connection controls in Settings let you reconnect, refresh, or disconnect institutions. To permanently delete your Casharchy account and records, go to Settings > Backup > Delete account or see Delete account.
For Plaid’s own copy of your data, use my.plaid.com or Plaid’s data protection request form.