Frequently asked questions

What is Whole?

Whole is a personal net worth tracker. Add what you own and what you owe, organize it into categories, and see how your overall picture changes over time.

What can I track?

You can track assets and liabilities, group them into categories, choose a preferred currency, and review trends and allocation charts.

Where can I ask for help or suggest an improvement?

Visit the Whole feedback board to report an issue, request a feature, or follow product updates.

How can I create and modify categories?

Open the Categories tab from the bottom bar.

Create a category

1. Tap the + button in the bottom-right corner.
2. Select Add category.
3. Fill in the details.
4. Tap Save.

Modify or delete a category

1. Long-press the category you want to change.
2. Tap Edit to change its details, or Delete to remove it.
3. Save your changes, or confirm the deletion.

How can I create nested categories?

Use category groups to create a nested structure. Open the Categories tab from the bottom bar, then:

Add a group

1. Tap the + button in the bottom-right corner.
2. Select Add group.
3. Fill in the details and tap Save.

Assign a category to a group

1. Open the category’s create or edit screen.
2. Choose its group from the Group menu.
3. Tap Save.

How can I change my preferred currency?

1. Open the Tools screen from the bottom bar.
2. Tap Settings, then Currencies.
3. Select your preferred currency.
4. Confirm your choice.

I tried to purchase premium but it showed an error. What can I do?

Try these steps first:

1. Make sure the Google Play Store is up to date.
2. Close and reopen both Google Play Store and Whole, then try the purchase again.
3. Check that you are using the Google account and payment method you intend to use for the purchase.

If the problem continues, report it on the Whole feedback board. Include the error message, the version of Whole you’re using, your Android version, and device model. Please do not share payment-card details.

How do I back up and restore my data?

Whole supports JSON and CSV export, and there are two ways to create a backup: Android’s automatic system backup and Whole’s in-app backup.

Automatic system backup

Android can automatically back up app data. See Android’s official backup help to set it up.

In-app backup

In-app backup lets you save snapshots of your data to a supported cloud-storage service. This feature is available to premium users.

To create a backup:

1. Open the Tools screen from the bottom bar.
2. Tap Backup.
3. Sign in to your chosen service if needed, then select a destination folder.
4. Tap Backup. You can optionally choose an automatic backup frequency.

To restore a backup:

1. Open Tools and tap Backup.
2. Tap Restore.
3. Select the backup file and confirm.