FAQ

All about Categories and Subcategories

Bank Transfers

Credit card balance showing as opposite

Crypto Support

Data not syncing between devices

Deletion of a manual or bank-connected account

How do I correct missing transactions?

How many transactions will appear in Wallet when I first connect to my bank?

How often does my bank account data update?

I cannot connect my bank account

Inaccurate Transaction Times

Manually refresh my bank account

Missing Account (credit card, savings, loan. etc)

Missing Merchant Details

My data has not been imported correctly

Rest API/MCP

Unable to import my files

Uncleared Records

Web App is not loading

Why isn't an asset purchase (stocks/ETFs/cryptocurrencies) reflected as an expense in Wallet?