Support

Castworth LLC · We're here to help

Stuck on something, or just have a question? Reach out and a real person will get back to you. Below are quick answers to the questions we hear most.

How to reach us

Common questions

How do I connect a bank?

When you sign up, Castworth walks you through connecting your bank. You sign in at your bank through Plaid, so Castworth never sees your bank login. To add another bank later, click your name in the top right corner of Castworth, then Account & Billing, then Connected Accounts, then Manage connections. You can also use Castworth with no bank at all and enter things yourself.

How do I disconnect a bank or delete my account?

• Disconnect your banks: click your name in the top right corner, then Account & Billing, then Connected Accounts, then Disconnect all accounts. Your plans stay, and you can reconnect any time.
• Delete your account: click your name in the top right corner, then Account & Billing, then Privacy & Data, then Delete account. This permanently removes your Castworth data and cannot be undone.
• Prefer to ask? Email support@castworth.com and we'll take care of it.

Can Castworth move my money?

No. Castworth never moves money. Bank connections are read-only, so it can see your balances and transactions but has no way to make payments or transfers.

How do I use Castworth in ChatGPT?

To connect: in ChatGPT, open Plugins, add Castworth, and click Connect. ChatGPT sends you to Castworth to sign in and approve. Castworth emails you when it's connected.

What it can do when you ask:

• Sort transactions into categories, split a charge into parts, and match a payment to a bill or paycheck in your forecast.
• Add notes, mark something as a one-time expense, and record income that has no line in your forecast.
• Create a sorting rule, but only when you ask for one.
• Plan bills and income in your forecast.
• Set money aside for a goal. This is a note in your forecast only, no money moves between accounts.
• Undo any change it made.

It only sees accounts you track, and it never moves money.

To disconnect: in Castworth, click your name in the top right corner, then Account & Billing, then Privacy & Data, and under Connected AI apps click Disconnect ChatGPT. It loses access right away.

What is Chat by Castworth?

Chat is the helper built into the Castworth app. Ask it questions about your money or your forecast, or tell it what to change, and it does the same kinds of things ChatGPT can, right inside Castworth. Changes it makes are shown to you and can be undone.

Where can I learn how Castworth works?

Our short lessons walk through setup, sorting, set-asides and more: castworth.com/learn-7kq3.

Report a security problem

If you think you've found a security problem in Castworth, please email support@castworth.com with what you saw. We take every report seriously and will follow up quickly.

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