You can update or remove the financial information you’ve shared with Vera directly from the app. This includes linked accounts, income and expenses, assets and liabilities, payment reminders, and more.
To see a list of all the items in the Financial Information section, follow these steps:
To begin tap the Menu icon
(the top left corner of your screen).
From the menu, select Financial Info.
In the Financial Info section, you’ll find different subsections where you can edit or delete any details you’ve previously added.
Important to know
Vera uses your financial information to personalize and enrich your conversations, offering insights and recommendations that fit your situation.
Keep in mind that changes can’t be undone — if you delete your information, it will be removed completely.
You can always re-add your details later, by returning to the Financial Info section.
If you need help, our team’s always here for you — just contact us through the support bubble in the lower right corner of your screen.


