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 date filters and selected account scope.
- 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.
CSV Import: File Is Rejected or Rows Fail Validation
- Make sure the file is a real
.csv file, not .xlsx renamed to .csv.
- Ensure the header row exists and includes
booking_date, amount, and currency.
- Check date and amount values in failed rows (for example
2026-03-05 and -45.90).
- Remove currency symbols/text from
amount cells (use numbers only) and keep one currency code per row (EUR, USD).
- 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.