Find answers to common questions or get in touch with our support team.
Download the installer from our Download page, run the .exe file, and follow the installation wizard. The app will be installed to your Program Files folder and a desktop shortcut will be created.
All your financial data is stored locally on your computer in an SQLite database file. By default, it's saved in your user documents folder. You can change this location in Settings and create backups wherever you'd like.
Go to Transactions → Import Statement. You can upload CSV, Excel (.xlsx), or OFX files. The system will automatically detect your bank's format. Supported banks include most major US banks that provide downloadable statements.
Yes! Your license works on all your personal devices. To sync data between computers, simply copy your database file (via USB drive, cloud storage like Dropbox, or any method you prefer). Your data stays under your control.
No. Cognito Money works 100% offline. Internet is only needed if you want to use the AI chatbot features (Power User edition), which connect to your choice of AI provider (Claude, GPT-4, or Gemini).
The Power User edition includes an AI chatbot that can answer questions about your spending. You'll need your own API key from Anthropic (Claude), OpenAI (GPT-4), or Google (Gemini). This gives you direct control over AI costs and usage. Your financial data is sent directly to the AI provider you choose—it never goes through our servers.
We offer a 30-day money-back guarantee on all paid editions. If you're not satisfied for any reason, email us within 30 days of purchase and we'll refund your payment. See our Refund Policy for full details.
Purchase the Premium edition license key and enter it in Settings → License. Your existing data will be preserved, and new features will unlock immediately. You can also upgrade from Premium to Power User the same way, paying only the difference.
Yes. Since your data never leaves your computer, you have complete control. Optional features include password protection and AES-256 encryption of your database file. We recommend regular backups to an external drive or secure cloud storage of your choice.
Our support team is here to help. Send us an email and we'll respond within 1-2 business days.
ecommsolutions@gmail.com