Setting up your first six reserves
Walk through Survival, Business Ops, Tax, Growth, Lifestyle, and Wealth Building.
Help Center
How can we help?
Search our guides, or browse by topic below. We answer every email — usually within 4 hours.
Browse by topic
Find answers fast.
Ten categories covering everything from your first reserve to API security.
Getting Started
Create your account, link income sources, and set up your first six reserves in under 10 minutes.
Building Reserves
The six-tier priority system, surplus allocation rules, draw-downs, and What If simulations.
Cashflow Forecasting
Pipeline confidence levels, runway projections, and Plaid sync for live income data.
Owner Draws
Pay yourself a stable salary from variable income. Smoothing, frequency, and tax-aware drafts.
Taxes & Buckets
Tax reserve auto-fill, quarterly estimator, 1099 tracking, deduction logging, entity types.
Billing & Subscription
Free, Pro $12, Business $29 — upgrades, downgrades, invoices, refunds, and proration.
Account Settings
Profile, business entity type, notifications, team seats, data export, and account closure.
Security
Two-factor auth, encryption, what we store, what we don't, and responsible disclosure.
Troubleshooting
Plaid disconnects, Stripe webhook gaps, missing transactions, and other "why isn't this working?".
Contact Support
Reach a real human. Email, contact form, ticket status, and escalation paths.
Popular guides
What other hustlers are reading.
01
02
How the six-tier priority system works
Why allocation order matters more than allocation percent for unpredictable income.
03
Connecting Plaid to track real income
Bank linking, transaction categorization, and what we never store.
04
Logging speculative income with confidence levels
Confirmed vs. Likely vs. Speculative — and how each affects your runway forecast.
05
Running a What If simulation
Model a slow quarter or a big invoice landing — before it actually happens.
06
Turning on Lean Month Mode
What gets cut, what's protected, and how to exit without breaking your reserves.
07
Tax reserve auto-fill, explained
How we estimate your reserve every time income hits, and how to tune the rate.
08
Setting Surplus Allocation Rules
Tell ReservWise what to do when a reserve overflows — automatically.
Still stuck?
We answer every email.
No tier-gating, no AI-only triage, no "open a ticket and wait three days." Send us a note and a real person will reply — usually within four hours.