Question 1

Does Patrimonio connect to my bank account?

Accepted Answer

No, and that's deliberate. You add transactions yourself in a few seconds, so you never hand your bank credentials to anyone. In return, you know every number in there.

Question 2

Does it work without a connection?

Accepted Answer

Yes. The app keeps showing your data and holds on to anything you change while offline. Once you're back online, syncing starts on its own, in order and with no duplicates.

Question 3

Can I track multiple currencies?

Accepted Answer

Yes. Keep accounts in euros, dollars, pounds, francs and more, with amounts formatted to match the language you choose.

Question 4

Can I share an account with someone else?

Accepted Answer

Yes. From an account you created you generate a six-character code: whoever enters it becomes an editor and sees and updates that account with you in real time. You can revoke access at any point, and one person can join up to three shared accounts.

Question 5

Can I add property, vehicles or watches?

Accepted Answer

Yes, in the tangible assets vault: property and land, vehicles, watches and jewellery, art and design, precious metals, collections. The value you enter adds to your net worth and you update it whenever it changes, with no transactions and no impact on cash flow.

Question 6

Can I lock the app with a PIN or fingerprint?

Accepted Answer

Yes. Enable the PIN lock in Settings and choose how soon it is requested; where your device supports it you can unlock with fingerprint or face, with the PIN always available as a fallback.

Question 7

Are there ads or data resale?

Accepted Answer

No ads, no trackers, no reselling data to third parties. The app has one job: showing you where you stand with your money.

Question 8

Do I need a computer to use it?

Accepted Answer

No. This page is only here to introduce Patrimonio: the full experience is built for your phone, from Google Play or straight from the browser.