How can we help?
Common questions
Getting started
New to Bonnie or setting up a fresh business.
How do I bring my bank and credit card transactions into Bonnie?
After you sign in, open the Documents tab. The Connected Accounts panel has a Connect Plaid button that links your bank and credit card accounts so Bonnie can pull transactions automatically. If your bank is not available through Plaid, you can also drop PDF or CSV bank and credit card statements into the year folder's Bank statements and Credit card statements zones, and Bonnie will process them the same way.
I have months of history to load. What's the best way?
Open Documents, create the year you need, and drop PDF or CSV statements into the Bank statements and Credit card statements zones inside that year's Transactions folder. If your Plaid connection only returns a short window of history, statement uploads are how you fill in the prior months.
Day-to-day
Working with the transactions, the Review tab, and your P&L.
Bonnie put a transaction in the wrong category — how do I fix it?
You can fix categorization in two places. On the Transactions tab, change the category dropdown on the row. On the Review tab, approve or edit the category on Bonnie's card. A single-row choice changes only that transaction. When Bonnie finds a matching group, choose Apply to all to update the group and save that merchant pattern for future matching transactions.
How do I send my books to my accountant?
Open Profit & Loss in the dashboard and use Export CSV for a spreadsheet your accountant can open, or Print / Save as PDF for a formatted statement. Pick Year to Date or a specific month before exporting. If your accountant needs a format we don't currently offer, write us and tell us what they need.
Where do I drop receipts and other supporting documents?
Inside a year's Transactions folder there is a Receipts & other zone for receipts and one-off expenses that aren't already on a bank or credit card statement. For files Bonnie should keep but not process, use the Storage only zone in the year folder.
Account & billing
Subscription, payment method, and closing your account.
How do I update my payment method or cancel?
Open Settings in the dashboard. The Subscription card has Update payment method, Change plan for switching between monthly and annual, and Cancel subscription. Cancellation takes effect at the end of the current paid period — your books stay accessible until then.
How much does Bonnie cost?
Bonnie is $15/month or $150/year, with a 30-day free trial.
How do I stop sharing a connected bank account, or close my account entirely?
You can do all of this yourself in the dashboard. Open Settings to disconnect a whole institution or a single account, pause and resume importing, or remove imported transactions — and to cancel or resume your subscription. To close your account and delete your data, use the Delete account option in Settings; Bonnie walks you through exporting your records first. Need a hand? Write us at support@mybonnie.ai from the email on your account, or use the form below.
Still stuck? Write to us.
Include these details to help us understand your question:
- The business name on your Bonnie account, so we open the right one.
- Where it happens — Documents, Transactions, Review, Profit & Loss, or Settings.
- A specific example: a transaction date and amount, a file you uploaded, or the exact wording you saw.
- What you expected to happen, and what happened instead.
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