Troubleshooting
Common Issues & Solutions
Find solutions to frequently encountered problems and get back to managing your finances.
Common Issues
Connection Issues
Problem: Unable to connect to bank accounts
Bank connections failing or showing"connection error" messages.
Solutions:
- • Check your internet connection
- • Verify bank credentials are correct
- • Contact your bank if MFA is required
- • Wait 5-10 minutes and try again
Sync Problems
Problem: Transactions not updating
New transactions not appearing or sync stuck in progress.
Solutions:
- • Check connection status in dashboard
- • Manually trigger sync from account settings
- • Verify bank hasn't changed their API
- • Contact support if issue persists
Configuration Issues
Problem: Dashboard not loading properly
Blank screen, loading errors, or missing data in dashboard.
Solutions:
- • Clear browser cache and cookies
- • Try incognito/private browsing mode
- • Check browser console for errors
- • Ensure JavaScript is enabled
Security Concerns
Problem: Suspicious activity or unauthorized access
Unusual login attempts or unexpected account changes.
Immediate Actions:
- • Change your password immediately
- • Enable two-factor authentication
- • Review recent login activity
- • Contact support for account lockout
Self-Service Tools
Search Documentation
Find answers in our comprehensive documentation.
Connection Reset
Reconnect your bank accounts if sync fails.
Contact Support
Get help from our support team.
Still Need Help?
If you can't find a solution to your issue, our support team is here to help.