Support

We're a small team and we genuinely want Coffer to work well for you. If something isn't clear, isn't working, or could be better — let us know.

Getting started

Coffer is a manual-entry money & budget tracker — you add what you own and log what you spend, and Coffer organises it. There's no bank linking, no login to external accounts, and no automatic import of transactions. This is by design: your ledger stays on your device and, when iCloud sync is active, in your private CloudKit database.

• Tap the + button from the Home or Accounts screen to log a transaction or add a new account or holding.
• Every holding belongs to an account (your source of funds). You can create accounts for savings, salary, gifts — whatever makes sense for you.
• Set a budget for a category and Coffer tracks how much you've spent against it for the selected period.
• The Flow view (Coffer Pro) shows how money moved from sources into holdings — it's the best place to see the full picture.

Quick Log with AI

Instead of filling in a transaction field by field, you can type a plain-English description — e.g. “lunch 450 from HDFC” — and Coffer will pre-fill the amount, account, category, and date for you to review and confirm. Nothing saves until you confirm it.

• Parsing happens entirely on-device, using Apple's on-device Foundation Models. Your text is never sent anywhere.
• This is data-entry help only — Coffer never uses AI to give financial advice, insights, or recommendations.
• On devices where on-device models aren't available, Quick Log isn't shown; manual entry always works.

Importing CSV or XLSX

Coffer can import holdings from a CSV or XLSX file. To import:

• Tap the centre +, choose Add an investment holding, then tap the import icon in the top-right corner.
• Select a CSV or XLSX file from the Files picker.
• Coffer will show a preview before committing any changes so you can check that columns matched correctly.

The selected file is processed entirely on your device — it is never uploaded anywhere. If your CSV doesn't map cleanly, email us a sample (with dummy data is fine) and we'll help you format it.

Multi-currency & foreign exchange

Coffer supports 28 currencies for holdings and home reporting. Coffer Pro lets you change that home reporting currency; the free plan keeps the currency selected during setup.

• Coffer refreshes reference FX rates when the app becomes active or when you request an update. Before the first successful refresh, bundled estimates are shown as stale and indicative. If a later refresh fails, Coffer keeps the last known rate and shows an amber indicator once it is stale rather than replacing it with zero.
• Your home currency (the currency used for totals) can be changed in Settings → Home currency.
• Number grouping is automatic: INR uses Indian lakh/crore grouping, while other currencies use international grouping.

iCloud sync — release status

Coffer's private CloudKit sync is wired, but its Production schema and bidirectional device behavior are still being verified before the App Store release. Until that gate passes, do not rely on an internal TestFlight build as your only cross-device copy.

Once release verification passes, signing in to the same Apple ID on each device is intended to enable automatic sync with no Coffer account or separate setup.

• SwiftData stores synced records in the app's private CloudKit database, protected by Apple's iCloud security and account controls. Coffer operates no backend that receives a copy of your ledger, and the developer does not receive those private records through the app's normal operation.
• CloudKit reconciles changes made on different devices. Coffer shows whether changes are still waiting to sync, but Apple does not expose a reliable per-record conflict inbox for the app to display.
• To disable sync for Coffer, go to iOS Settings → [Your Name] → iCloud → Apps using iCloud, and turn off Coffer.
• Coffer is fully usable offline. Any edits made without a connection will sync the next time your device is online.

Exporting or erasing your data

Export

Settings → Export transactions creates a free CSV of income, expenses, and transfers. Settings → Export CSV creates the Pro holdings-and-funding-sources file. Either file can be saved to Files or shared through another app and never passes through a Coffer server.

Start fresh

To clear your financial records, go to Settings → Start fresh. Coffer deletes those records from its local SwiftData store, then creates an empty default Home book and Cash account so the app remains usable. Export a CSV first if you want a backup.

When Coffer is using CloudKit, those deletions are sent to iCloud the next time sync completes. This may not be immediate while the device is offline.

Deleting the Coffer app removes its local data from that device, but does not by itself cancel a subscription or guarantee removal of synced iCloud records. To manage the iCloud copy after deletion, go to iOS Settings → [Your Name] → iCloud → Manage Storage.

Managing your subscription & restoring purchases

Coffer subscriptions are billed by Apple through the App Store. Coffer uses RevenueCat to reconcile App Store purchases and Pro entitlements. Neither Coffer nor RevenueCat receives your payment-card details; RevenueCat receives purchase and entitlement information plus an anonymous app-user identifier and ordinary app and device details, but not your Coffer ledger. See the Privacy Policy for details.

• Cancel or change your plan: iOS Settings → [Your Name] → Subscriptions → Coffer. Cancel at least 24 hours before renewal to avoid the next charge.
• Restore purchases after reinstalling or on a new device: open Coffer → Settings → Subscription → Restore purchase, or sign in with the same Apple ID so Coffer can check your current App Store entitlements.
• Refunds are handled by Apple. Visit reportaproblem.apple.com to request one.

Privacy

Coffer is built with privacy by design. It contains no ads, advertising identifiers, behavioral product-analytics SDKs, or advertising trackers, and no Coffer backend receives your ledger. Limited HTTPS requests send the identifiers and currencies needed for supported price and FX updates; those providers handle connection information under their own policies. Purchase and entitlement information is processed as described above. The full details are in our Privacy Policy.

Still have a question? We'd love to hear from you — email support@sakshamvirmani.com and we'll get back to you within 1–2 business days.