Find answers to common questions about Capital Asset Platform and how to get the most out of your account.
Sign up with your email address to start a 7-day unrestricted trial. During the trial you have full access to budgeting and net worth tracking. After 7 days, Free accounts switch to view-only access. Upgrade anytime to keep full functionality.
We offer five tiers: Free ($0) with basic features, Standard ($19.99/month) with charts and retirement planning, Pro ($29.99/month) with business finance tools, Ultra ($undefined/month) with AI insights and forecasting, and Business (coming soon). Annual billing saves 17%.
Visit the Settings page and click 'Upgrade Plan' to view available tiers. Select the tier you want and complete the checkout process. Your account will be upgraded immediately.
Click 'Forgot Password' on the login page. Enter your email address and you'll receive a password reset link. Click the link and set a new password.
Yes, you can request account deletion by contacting our support team. Please note that this is permanent and cannot be undone.
Your data is encrypted in transit using TLS and stored securely in our database. We follow industry best practices for data protection. See our Privacy Policy for more details.
In the Budget section, click 'Add Transaction' to record income or expenses. Specify the amount, category, and description. You can also set up recurring transactions.
Recurring transactions are expenses or income that repeat regularly (weekly or monthly). Set them up once and they'll automatically be included in your budget calculations.
Visit the Net Worth page to see your total assets and liabilities. Add your accounts, properties, investments, and debts. The platform automatically calculates your net worth.
Export functionality is available in the Pro and Ultra tiers. Visit the Reports section to download your financial data in PDF or CSV format.
Currently, Capital Asset Platform supports Australian Dollars (AUD). Support for additional currencies is planned.
For support inquiries, please visit our Contact page or email support@capitalasset.com.au
If you can't find the answer to your question, please don't hesitate to reach out to our support team.
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