How Can We Help?
Using the Knowledge Base to Find Quick Answers
Before submitting a support request, the PocketPlan Knowledge Base (KB) is the fastest way to resolve common issues, learn how features work, and get step-by-step guidance.
It is a 24/7 self-service resource designed to provide immediate answers without waiting for support.
Where to Access the Knowledge Base
The Knowledge Base is available both inside the app and on the website.
In-App Access
You can access the Knowledge Base directly within the PocketPlan app:
- go to the Help or FAQ section
- find it in the main navigation or Settings menu
This opens a mobile-optimized version of the Knowledge Base for easy browsing.
Website Access
You can also access the Knowledge Base via the PocketPlan website:
- navigate to the Support or Help Center section
This version may provide a broader browsing experience.
How to Search the Knowledge Base Effectively
The Knowledge Base contains a large number of articles. Using the right search approach helps you find answers quickly.
Search by Specific Keywords
Use precise and targeted keywords instead of vague phrases.
Example
- Good: “Plaid error code 108”
- Bad: “My app is not working”
Specific searches return faster and more accurate results.
Search by Feature Name
If your question is related to a specific feature, search using the feature name.
Examples include:
- Retirement Score
- Scenario Modeling
- Asset Allocation Analysis
This helps you find detailed explanations and guides.
Browse by Category
If you are unsure what to search, browse categories organized by app functionality:
- Getting Started (onboarding, linking accounts)
- My Plan (projections, goals, Financial Freedom Number)
- Account Management (profile, login, security)
- Troubleshooting (errors, technical issues)
This structure helps you navigate topics logically.
Benefits of Using the Knowledge Base
Instant Answers
The Knowledge Base provides immediate solutions without waiting for a support response.
Step-by-Step Guidance
Articles often include:
- detailed instructions
- structured explanations
- visual guidance for complex processes
Better Understanding
Beyond troubleshooting, the Knowledge Base helps you understand financial concepts such as:
- how inflation impacts your Financial Freedom Number
- how retirement projections are calculated
Best Practice: Search Error Messages Directly
When you encounter an error:
- copy the exact error code or message
- search it directly in the Knowledge Base
This often leads to the fastest solution.
Using precise keywords and feature names in the Knowledge Base allows you to resolve most issues instantly without contacting support.
Key Takeaway
The PocketPlan Knowledge Base is your fastest and most efficient support tool.
By learning how to search effectively, you can quickly resolve issues, understand features, and improve your overall experience with the platform.
Frequently Asked Questions
What is the PocketPlan Knowledge Base?
The Knowledge Base is a self-service library of articles that helps users find answers, troubleshoot issues, and understand app features.
How do I access the Knowledge Base?
You can access it through the Help section in the app or via the Support page on the PocketPlan website.
What is the best way to search for answers?
Use specific keywords, feature names, or exact error messages for the most accurate results.
Should I use the Knowledge Base before contacting support?
Yes. It often provides immediate solutions and can save time compared to submitting a support request.
