Frequently Asked Questions
General

What is Geltbox software?

Geltbox is a personal financial software designed for homes and small businesses. Geltbox gives you a clear overview of your expenses, investments, loans and assets. It aims to help you plan your monthly savings and your investments. The ultimate goal is to help you reach financial security.

Does Geltbox work all over the world?

Yes, Geltbox downloads transactions from almost any financial website in any currency. You can add accounts in different currencies and enjoy a uniform overview in your preferred currency.

Do you have a version of Geltbox for Mac, Android or iPhone?

Not yet, leave us your mail and we will update you. Geltbox currently works with Windows 7, 8, 10.

How does my financial data enter into my Geltbox?

You can import data directly from all your websites such as banks and credit cards. You can also add transactions manually to manage e.g. a cash wallet.

Can Geltbox learn to automatically download and import?

Yes. Geltbox includes a web browser, where you can choose to save the browsing and import steps. In this case, an automatic download will be initiated once a day or upon your request.

I have only one bank account, so why do I need Geltbox?

Most users tell us that Geltbox's overview is much more clear and useful than their bank's. You can see saving trends, get custom alerts and edit your transactions. This way you can see one complete picture so you can make better financial decisions. Also Geltbox lets you keep past financial data even if you change bank or credit card.

Security

Where is my financial data saved?

Your financial data is securely stored and encrypted only in your personal computer.

Does Geltbox need my bank login information?

Not necessarily. If you want to take advantage of automatic financial downloads, your login information is needed. Geltbox Money uses this information to establish a secure connection between your personal computer and your financial website. In any case, if you choose not to save your login info within Geltbox, you can still manually download your financial data.

If I choose so, where are the passwords of my financial websites saved?

After each import, Geltbox will ask you whether to save the login information and browsing steps in order to enable an automatic download every day, and ultimately to save time. If you agree, your passwords will be securely stored and encrypted only in your personal computer.

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