Paybook Help Center
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What is Paybook?
What is Paybook? Paybook is a hub behind 3 innovative applications that will help connect your financial world: Paybook : a visualizer and categorizer for your bank accounts, whether personal or business. Glass: the first financial social network where you can publish your financial data DIRECTLY FROM THE SOURCE Sync: a tool for FinTech developers and companies that allows the user to obtain a constant flow of digital financial information from banks, SAT and from
How to create a Paybook account
Sign up through your social media accounts From our website, www.paybook.com, select the “Sign Up” button. Click either on the “Continue with Facebook” button or “Continue with Google” button. Depending on which social media account you choose, the next screen will vary, but the gist is that you will grant us access to some of the information from your social media account to reduce the info you have to fill out on out signup form. Click confirm. You’re a
Password Tips Paybook allows you to use a passphrase instead of just a password. This helps you increase the number of characters in your password while allowing you to more easily remember it. For example, “Paybook is #1 all the way!” is exponentially more secure than “Password1” and far easier to remember than “Zk$!M7!e”. When creating or changing a Password, you should: Add spaces between letters and words. For example, instead of “PaybookIsAwesome!”, try “Paybook Is Awesome!” or
General Account Settings
Configuring your Global Preferences These are the settings that will be set across all the Paybook apps (each profile has their own global preferences). Password It’s the secret code that lets you join the Paybook family every time you log in. To change your password please read these instructions Regional Preferences Here you can set how your Paybook apps will be displayed: "Language" allows you to change how the app will display all the inf
To change the language of the Paybook App please read our General Account Settings guide.
Paybook for Individuals
Every Paybook account comes bundled with a personal profile so you can take control of your finances by letting you organize transactions in a way that makes sense to you in the Paybook App, keep an eye on the organizations you care about in Glass, or test our Sync API for your app development projects. We’ve got you covered on all fronts!.
Paybook for Organizations
Here at Paybook, we like to keep things simple, that’s why you don’t need multiple accounts to manage all your organizations! Just login with your personal account, and you’ll be able to create and switch to different profiles in no time! Choose from one of our profile types based on your needs, and if you think we’re missing one, please let us know! Business Community Government Non-profit Public figure
The integrity of your data is our first priority. We are committed to making your information available to you and protecting it from everyone else. Encryption: Paybook uses industry standard AES 256-bit encryption, the same your bank uses, which means your data is scrambled and unreadable to unauthorized parties. Advanced Encryption Standard (AES) is the encryption technology used to protect top-secret government documents. It requires the same encryption key to both encrypt and d
We are constantly improving so we can offer you the best managing tool for personal and business finances. Our consent development cam sometimes produce bugs or glitches on your account. For this reason, we have a reporting system available to you (help us help you!). If your Paybook app presents a bug, you can reach us through UserSnap. To access UserSnap, click on the blue icon with a question mark; the option Report an Error will appear, and by clicking on it, the UserSnap interface will be
To log out of your Paybook account, you’ve got a few options. If you logged in by mistake, just click on the power button on the bottom left corner before selecting a profile. If you’re done with your finances for the day, click on your avatar (it’s also at the bottom left corner). Once the menu for your profile pops up, just click on “Log out”. Lastly if you leave your Paybook account unattended for 5 minutes, you will be automatically logged out by sassy fancy robot. ;-)
Comunicate with us
Here in Paybook we want to help you take control of your finances, but we also want you to have the best experience possible while using our services. Your comments are very important to us and we want to know how to improve. CHAT: To communicate with our team, we have an online chat with which you will be able to contact our customer services team. Just look for the blue “?” icon on the lower right corner. Feel free to ask us questions about our services, your account, or to offer suggest