Troubleshooting
Common Areas To Check
Section titled “Common Areas To Check”- Transaction status and filters
- Account sync settings
- Bank connection state
- Category and rule configuration
- Budget period selection
Good First Steps
Section titled “Good First Steps”- Confirm you are looking at the right account, date range, or period
- Check whether a filter is hiding the data you expect
- Review recent imports or sync state
- Revisit rules, categories, or payee cleanup if imported data looks inconsistent