Help

Short guides to get you going. For anything else, reach support by replying to any Midas email.

Getting started

Create your account, verify your email, enable two-factor authentication, then connect an account, import a CSV, or add balances by hand. Pick a budget framework and your net worth renders.

Connecting your AI (the Bridge)

Generate a read-only key on the Bridge page, paste it into your MCP client config, and ask your own assistant about your money. Revoke any time.

Importing from another app

Export a CSV from Mint, Monarch, YNAB, or Kubera and drop it into Import. Midas detects the format and previews everything before saving.

Canceling

Two clicks from Settings, any time. Your data and export stay available.