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Knowledge BaseTroubleshooting

Troubleshooting

Fixes for the most common login, sync, report, and import issues.

Login Issues and Password Reset
Forgot password, account lockouts, browser compatibility, and getting help from support.
Updated Jun 4, 2026
Integration Sync Issues
Fix stale OAuth tokens, missing transactions, duplicate data, and reconnect a broken integration.
Updated Jun 4, 2026
Report Generation Problems
Why a report shows zeros, blank PDFs, and timeouts on large exports — with fixes for each.
Updated Jun 4, 2026
Data Import Errors
CSV encoding, date formats, missing required columns, and file size limits during import.
Updated Jun 4, 2026
Performance & Loading Issues
A slow dashboard, charts not rendering, and browser requirements — with troubleshooting steps for each.
Updated Jun 4, 2026

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