Help & contact
Most answers are below. If yours isn’t, write to us: behind PatrimoniApp there is a real person who will read you.
Four things to know
Everything happens in the app
Adding accounts, categories, budgets, family sharing, exporting or deleting data: every setting is available from the Settings tab, which also opens the built-in help and the user guide.
One requirement: iCloud
Sync and family sharing use your iCloud account. Make sure you are signed in with the same account on each of your devices (system Settings → your name).
Import your statements
Export an OFX, QIF or CSV file from your bank’s website, save it in Files, then import it into PatrimoniApp: categorization happens automatically.
Track your investments
Create an investment account (brokerage, ISA, 401(k), PEA…), enter a buy order or import your broker’s positions statement as CSV: prices and the end-of-day capture then do the work.
Common issues
Sync between my devices isn’t working
Check that both devices are signed in with the same iCloud account and connected to the internet, then open the Accounts screen and pull the list down to force a refresh. The first sync can take a few minutes.
Market prices are not updating
Make sure you are connected to the internet, then pull the Accounts screen down: this refreshes prices and exchange rates and starts a sync. Also check that the position’s ticker or ISIN is correct.
I changed devices: where is my data?
Your data is in your iCloud. Install PatrimoniApp on the new device, sign in with the same iCloud account and let the first sync finish: everything reappears.
Family sharing isn’t working
The invited person must accept the iCloud invitation with their own account and have a recent version of the app. If it stays stuck, revoke sharing from Settings, then send a new invitation.
The end-of-day capture didn’t record my portfolio
The capture runs on trading days, at the time set in Settings → Market data (6:30 PM by default), in the selected market’s time zone, wherever you are. On Mac, PatrimoniApp must be running, even with its window closed: turn on “Open PatrimoniApp at login” in the same setting (macOS may ask for your approval). On iPhone and iPad, it happens in the background at a moment chosen by iOS, or otherwise the next time you open the app. A wrong value can be corrected directly in the portfolio history.
My investment performance doesn’t look right
Performance neutralises your contributions: a transfer into the account must never show up as a gain. Check that these movements are recorded as transfers. If you imported an existing history without a “Contributions / Flows” column and without change columns, your contributions may have been counted as performance — the import preview says so before you confirm.
How do I change my benchmark index or the tracked account?
In Settings → Market data: choose the account the dashboard tracks (brokerage, ISA, PEA…) and the benchmark index among 17 markets (S&P 500, Nasdaq, FTSE 100, DAX, MSCI World, CAC 40…). The indicators and the stock report follow immediately.
How do I delete all my data?
In the app: Settings → Danger zone → “Delete all data” erases local data. For the associated iCloud storage, use the iCloud settings on your Apple device. The publisher keeps no copy.
Write to us
A question, an issue, an idea for improvement? Send an email to:
PatrimoniApp is built by an independent developer: every message is read, and you will usually get a reply within a few days.
For your safety, never send full statements, passwords or sensitive financial data by email: a description of the problem is enough.
For a quick answer, please include:
- your device and its version (e.g. iPhone 15, iOS 18.2);
- your PatrimoniApp version (shown in Settings);
- what you were doing when the problem occurred;
- if possible, a screenshot (without sensitive data).
Legal notice
Publisher of the site and the app: Jean-Michel CONGOST — contact: contact@patrimoniapp.io.
Website host: OVH SAS, 2 rue Kellermann, 59100 Roubaix, France — ovhcloud.com. The site is hosted in France (European Union).
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