Help

Frequently asked questions.

The essential answers, sorted by topic. Can’t find yours? Write to us.

Getting started

Is Goldy free?

Yes. Goldy is free: no feature is reserved for paying users.

You can support the project if you wish, but it is entirely optional.

Do I need to create an account?

No. Goldy works without an account: your budget is saved on your device.

A Goldy account is for Goldy Cloud: syncing and backing up your budget across your devices. The local budget stays usable without an account.

How do I get started?

Open the app in your browser or install Goldy for Windows. Choose your nickname, then add your account with its name and current balance.

Then add your transactions and recurring expenses: Goldy works out what you would have left at the end of the month.

Can I try Goldy without entering my own data?

Yes. Demo mode uses fictional data and does not change your budget. You can leave it at any time to start your own budget.

Does Goldy connect to my bank?

No, never. You enter your transactions yourself: Goldy asks for neither banking login details nor access to your accounts.

Does Goldy work offline?

Yes, for the main features: viewing, entering transactions, budgets, savings, statistics and Goldy’s local answers.

Goldy Cloud syncing and updates need an internet connection.

Is the Goldy app available in English?

Not yet. This website is available in English, but the Goldy app and Goldy’s answers are currently in French only.

Your data

Where is my data saved?

On your device: in your browser for the Web app, in your Windows profile for the installed app.

If you turn on Goldy Cloud, a copy of your budget is also linked to your account for syncing.

How do I back up my budget?

In “Compte et données” (Account and data), choose “Exporter la sauvegarde” (Export the backup). You get a JSON file to keep somewhere safe: it contains your financial data.

On the Web, without Goldy Cloud, Goldy discreetly suggests exporting a backup when your last one is at least 14 days old, or if you have never made one.

How do I restore a backup?

In “Compte et données” (Account and data), choose “Choisir une sauvegarde Mon Budget” (Choose a Mon Budget backup). The file is checked before anything is restored, and Goldy keeps a copy of your current budget (“Copies avant restauration”, copies before restore).

How do I delete my data?

You can delete your Goldy account from “Compte et données” (Account and data), and erase the data on your device from your browser settings or your Windows profile.

Is my budget encrypted?

Exchanges with the Goldy server are encrypted in transit. However, Goldy does not itself encrypt the budget saved on your device or your exports, and your synced budget is not end-to-end encrypted.

Protect your device and keep your backups somewhere safe.

Is my data used for advertising?

No. Goldy uses neither targeted advertising nor audience measurement tools. Your financial data is never used for advertising.

Windows

How do I install Goldy on Windows?

Download the installer from the Download page, open it, then follow the steps. Goldy for Windows runs on 64-bit Windows, without a browser.

Why does Windows show a warning?

Goldy’s installer is not yet digitally signed: Windows SmartScreen may show “Windows protected your PC”.

Check that the file comes from monbudgetavecgoldy.fr, then choose “More info” and “Run anyway”.

How do I update Goldy?

Goldy regularly checks whether a new version exists and offers to install it: you choose “Mettre à jour” (Update) or “Plus tard” (Later). The file is checked before it is installed.

Still using Goldy 1.4.3? Install the latest version from the website once: the following ones will then be offered in the app.

Is my data kept when I update?

Yes. An update replaces the app, not your budget. Even uninstalling deliberately keeps your Goldy profile to avoid accidental loss.

Is Goldy available on iPhone or Android?

Not yet, and no date has been announced. You can use Goldy Web in your phone’s browser and add it to your home screen.

Account and Goldy Cloud

What is a Goldy account for?

For using Goldy Cloud: syncing and backing up your budget so you can find it on your other devices. The account remains optional for the local budget.

The first sync asks for your explicit consent.

What happens if there is a sync conflict?

Goldy never automatically merges two different budgets. Both versions are kept and you explicitly choose the one to keep.

If in doubt, export a backup before choosing.

I have forgotten my password.

On the sign-in screen, choose “Mot de passe oublié ?” (Forgotten password?), then follow the steps to reset it.

How do I sign out?

In “Compte et données” (Account and data), choose “Déconnecter cet appareil” (Sign out this device), or “Déconnecter tous mes appareils” (Sign out all my devices) to end all your sessions. The budget on your device remains available.

How do I delete my Goldy account?

In “Compte et données” (Account and data), choose “Supprimer mon compte Goldy” (Delete my Goldy account), then confirm. The online account and its remote data are deleted; the budget on your device and your exports are kept.

Can I sync demo mode?

No. The fictional demo data is never synced with an account.

Goldy

Who is Goldy?

Goldy is the app’s golden retriever. He answers simple questions about your budget (your end of month, your next direct debit, your savings) based on the figures you have entered.

Does Goldy give me financial advice?

No. Goldy is not a professional financial adviser: he explains your figures and makes no decisions for you.

Are my questions to Goldy sent anywhere?

No. Goldy works out his answers inside the app, on your device. Your question is not sent to any server, even if you use Goldy Cloud.

Does Goldy answer without a connection?

Yes. Goldy only needs the data already saved on your device.

What does Goldy do if he doesn’t understand my question?

He says so, and suggests example questions he can handle. If data is missing to answer, he says so instead of making things up.

Support

How do I contact Goldy’s publisher?

By email only, at the address shown in the Contact section of this page.

What should I include in my message?

Describe what you were doing, what happened and your device (browser, or Windows).

Never send your full budget, a backup, your passwords or your bank details.

Goldy Cloud is not responding.

The local features remain available, including Goldy’s answers. Check your connection and try again later: the service may be temporarily interrupted.

How can I support Goldy?

With a one-off, optional payment, on a Stripe payment page. No subscription is offered.

Does supporting Goldy give access to extra features?

No. No feature, no content and no benefit is reserved for people who support Goldy.

Contact

For a question, a problem or a suggestion, email Goldy’s publisher. This is the only way to get in touch.

monbudgetavecgoldy@gmail.com

Describe what you were doing, what happened and your device (browser, or Windows).

Never send your full budget, a backup file, your passwords or your bank details: support never needs them.