Financial wellness overview

Naverica Financial Wellness features are designed for practical awareness. They may help you review account activity, organize budgets, set goals, manage reminders, and plan around paycheck timing.

Financial wellness content is general product guidance and educational support. Naverica does not provide legal, tax, investment, credit repair, debt settlement, or personalized financial advice.

What Wellness Tools Can Help With

• Free manual planning tools such as budgets, goals, reminders, manual transactions, and CSV or TXT transaction imports.
• Optional connected-account visibility, synced transactions, and personalized insights when paid Core access is active.
• Income plans when expected income timing is not clear from your transactions.
• Spending reviews, recurring-obligation check-ins, and planning follow-up after you sign in.

Free And Paid Boundaries

• Free access focuses on manual planning and data control.
• Paid Core access is required for new Plaid connections, automated Plaid sync, personalized insights, and advanced recurring detection.
• If paid automation is unavailable, manual budgets, goals, reminders, and manual transaction tracking can still remain useful.

What Wellness Tools Do Not Do

• Hold deposits or provide banking custody.
• Guarantee savings or better financial outcomes.
• Replace a qualified professional who understands your personal circumstances.
• Decide cash advance eligibility or partner outcomes by default.

For connection troubleshooting, stale data, or reconnect questions, see Connected accounts and sync help.

Sign in for questions tied to your account. Keep bank data, identity documents, account numbers, and screenshots with private information out of email.