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Troubleshooting

Dashboard Values Look Wrong​

  • Check account opening balances.
  • Confirm recurring entries are configured correctly.
  • Verify expense and income dates are in the intended month.

Missing Transactions in Analytics​

  • Ensure categories are assigned.
  • Check the account filter. Analytics has no date filter: it always shows the current month and the last six months.
  • Refresh after new entries are saved.

Transfer Effects Look Duplicated​

  • Confirm the transfer exists only once.
  • Validate source and target account selection.
  • Recheck account balances after page refresh.

AI Assistant Does Not Return Expected Results​

  • Rephrase with specific date ranges.
  • Use entity names exactly as shown in the app.
  • Retry after confirming data was saved successfully.
  • "Zu viele Anfragen. Bitte warte einen Moment." means the limit of 20 requests per minute per user was hit; wait and retry.
  • "Die Unterhaltung ist zu lang." (HTTP 413): start a new chat.
  • "KI-Assistent ist nicht konfiguriert." means OPENAI_API_KEY is missing on the server.
  • When you add an expense, the assistant first asks which category to use. This is expected.

Receipt Scanner Rejects a File​

  • Only JPG and PNG up to 5 MB are accepted ("Ungültiges Format. Erlaubt: JPG, PNG." / "Datei zu groß. Maximum: 5 MB.").
  • More than 5 scans per minute per user returns HTTP 429.

Document Upload Fails​

  • Only PDF, PNG, and JPEG up to 5 MB are accepted, and the expense must be saved first.

Offline or Notifications Not Working​

  • Offline copies exist only for pages you visited while signed in (max. 7 days old) and are deleted on logout. The service worker only runs in production builds.
  • For push notifications see Settings; sign-in issues are covered in Account and Sign-In.

CSV Import: File Is Rejected or Rows Fail Validation​

  • Make sure the file is a real .csv (or .txt) file, not .xlsx renamed to .csv.
  • Ensure the header row exists and includes booking_date and amount (currency is optional and defaults to the account currency).
  • Check date and amount values in failed rows (for example 2026-03-05 and -45.90).
  • Currency symbols and codes in amount cells are stripped automatically; if a row still fails, use a plain number. A currency column is optional.
  • If confirmation is blocked with "Duplicate check has not run", click Find possible duplicates.
  • If your file is too large, split it into smaller files and import them one by one.

CSV Import: Duplicate Check or AI Reconciliation Looks Wrong​

  • Treat AI reconciliation suggestions as recommendations, then choose the final action yourself.
  • If no near-match suggestions appear, retry in a moment; the import still checks exact duplicates without AI.
  • If a suggested match is not the same transaction, choose Keep both for that row.
  • If the imported row should replace an existing one, choose Replace existing record.
  • If you cannot decide, choose Skip imported row, finish the import, then review manually later.

Still Stuck?​

  • Capture the exact steps and expected vs actual result.
  • Include timestamps, account names, and category names.
  • Share this report with the maintainer or support channel.