Support
We’re here to help.
Herbert is a personal finance app that connects to your accounts on a read-only basis and texts you when something is worth a look. If you have a question or run into a problem, email us at admin.tryherbert@gmail.com and we’ll get back to you, typically within one to two business days.
Connecting your accounts
Herbert uses Plaid to securely connect to your bank and card accounts. The connection is read-only — Herbert can see balances and transactions but can never move money. If an account won’t connect or stops updating, try reconnecting it from the Accounts screen, or email us and we’ll help.
Subscriptions, bills, and alerts
Herbert highlights recurring charges and surfaces ways to save. You can set up Daily Tasks and Triggers to get proactive text updates about your money. You can edit, disable, or delete any of these at any time from within the app.
Text message notifications
If you opt in, Herbert sends notifications by text. Message and data rates may apply. You can opt out at any time by replying STOP or by turning notifications off in the app’s settings.
Privacy and your data
We take the security of your financial data seriously. See our Privacy Policy and Terms of Service for details on how information is collected, used, and protected.
Deleting your account
You can permanently delete your account and all associated data at any time from Settings → Delete Account inside the app. This removes your profile, connected accounts, and financial data. If you need help, email admin.tryherbert@gmail.com.
Contact us
For anything else, reach us at admin.tryherbert@gmail.com.