Get help with Bonnie
Most questions are answered below. If you can't find what you need, send us a message and a real person will get back to you within one business day (Monday–Friday).
For account-specific questions, sign in first so we can see your business context.
Common questions
Self-serve answers grouped by where they live in Bonnie.
Getting started
New to Bonnie or setting up a fresh business.
How do I bring my bank and credit card transactions into Bonnie?
After you sign in, open the Documents tab. The Connected Accounts panel has a Connect Plaid button that links your bank and credit card accounts so Bonnie can pull transactions automatically. If your bank is not available through Plaid, you can also drop PDF or CSV bank and credit card statements into the year folder's Bank statements and Credit card statements zones, and Bonnie will process them the same way.
I have months of history to load. What's the best way?
Open Documents, create the year you need, and drop PDF or CSV statements into the Bank statements and Credit card statements zones inside that year's Transactions folder. If your Plaid connection only returns a short window of history, statement uploads are how you fill in the prior months.
Day-to-day
Working with the transactions, the Review tab, and your P&L.
Bonnie put a transaction in the wrong category — how do I fix it?
You can fix categorization in two places. On the Transactions tab, change the category dropdown on the row and Bonnie will save the change. On the Review tab, if Bonnie has flagged the transaction with an open note, approve or edit the suggested account from the card. Either way, Bonnie remembers the correction and applies the same pattern to similar transactions going forward.
How do I send my books to my accountant?
Open Profit & Loss in the dashboard and use Export CSV for the line-item ledger or Export PDF for a printable statement. Pick Year to Date or a specific month before exporting. If your accountant needs a format we don't currently offer, write us and tell us what they need.
Where do I drop receipts and other supporting documents?
Inside a year's Transactions folder there is a Receipts & other zone for receipts and one-off expenses that aren't already on a bank or credit card statement. For files Bonnie should keep but not process, use the Storage only zone in the year folder.
Account & billing
Subscription, payment method, and closing your account.
How do I update my payment method or cancel?
Open Settings in the dashboard. The Subscription card has Update payment method, Switch to annual or monthly, and Cancel at period end. Cancellation takes effect at the end of the current paid period — your books stay accessible until then.
How much does Bonnie cost?
Bonnie is $25/month or $250/year, with a 30-day free trial. If you need to backfill prior months at signup, there is an optional Plaid catch-up: $15 per prior month, or $100 flat for a full-year catch-up.
How do I stop sharing a connected bank account, or close my account entirely?
There is no self-serve disconnect button today, so write us at [email protected] from the email on your account, or use the form below. Tell us whether you want to remove a single connected institution, pause your subscription, or close your account and delete your data — we'll confirm and walk you through any export-before-delete steps.
Before you write us
If your question is about a specific transaction, file, or report, the answer is often one of the cards above. If you still need a person, including these details lets us help on the first reply:
- The business name on your Bonnie account (so we open the right one).
- The page or tab where the issue happens — Documents, Transactions, Review, Profit & Loss, or Settings.
- A specific example: a transaction date and amount, a file you uploaded, or the exact wording you saw.
- What you expected to happen, and what happened instead.
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