Question 1

How does WealthLoop handle statement and screenshot imports?

Accepted Answer

WealthLoop uses AI multimodal vision & document OCR to parse bank statements (PDF/CSV/Excel) and mobile app screenshots (GPay, Paytm, Zerodha, Groww). All data is processed securely with client-side preview before syncing.

Question 2

Is my financial data encrypted and private?

Accepted Answer

Yes. WealthLoop strictly enforces Row-Level Security (RLS) on database tables and zero third-party data tracking. Your financial entries remain private and accessible only to your authenticated session.

Question 3

How do daily streaks and XP leveling work?

Accepted Answer

Logging at least one transaction or checking your budget daily builds your streak. Each logged entry awards 50 XP + 25 XP per streak day. XP increases your Builder Level and unlocks custom achievement badges.

Question 4

Can I export my transaction data?

Accepted Answer

Yes, anytime! Navigate to the Transactions screen and click "Export" to download a complete CSV file of all your entries, categories, merchants, and dates.

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