Troubleshooting sync, filters, and access

First, identify the screen

Start by naming where the problem appears. Cashflow, Insights, the entry form, Settings, Currency, Wallets, and Data & Sync each answer different questions.

If Cashflow entries look missing

Check these items:

• Are you on the correct month?
• Is one of the Income, Expense, Ungrouped, or Untagged quick filters active?
• Are group, tag, or currency filters narrowing the list?
• Was the entry saved in another currency?
• Is the entry planned and therefore only affecting Forecast?
• Is the paid status what you expect?
• If the entry repeats, is the start date and repeat rule correct?

After clearing filters and returning to the correct month, check the list again. If the entry still does not appear, check the name, date, type, and currency in the edit screen.

If Insights is empty or looks wrong

Insights is based on Cashflow entries. Income, Expense, Forecast totals, timeline charts, top expenses, groups, and tags can look empty when there are no matching entries.

Check these items:

• Is the correct month selected in Insights?
• Is the monthly view, or the period you expected, active?
• Were entries added without tags or groups?
• Are income and expense types correct?
• Are planned entries affecting Forecast while Paid status still reflects what has actually happened?

If sync or access does not work

Open Settings, then Data & Sync. Check Sync & backup, Sync to this device, View private key, and iCloud Key Backup status.

Do not rush to delete the app, clear local data, or remove backups. First confirm:

• You have the correct 24-part private key or access to the correct iCloud Key Backup.
• The internet connection is stable.
• Sync may still be running; you waited briefly.
• You started Sync to this device on the correct device.
• The old device still has the data you expect.
• Even if I've backed it up is marked, you can actually open the key backup.

If iCloud Key Backup does not work

If the iCloud Key Backup screen says it is unavailable, make sure iCloud Drive is enabled on the device. Check that you are using the same Apple account and that the device is connected to the internet.

Even when you use iCloud backup, it is safer to keep a separate secure copy of the private key under your control. If you have trouble with iCloud access, do not paste your key into a support message.

If you cannot reveal or copy the private key

On the private key screen, the key is hidden by default. Use Reveal private key or Copy private key only in a private and secure environment.

If you have trouble:

• Make sure you are on the private key screen.
• Check that the key appears as parts numbered from 1 to 24.
• After copying, paste the key only into secure storage.
• Clean up temporary copies such as clipboard entries, notes, or screenshots.

What to include when asking for help

When using the Contact page, include:

• Device and operating system.
• App version if available.
• The screen where the issue appears.
• Whether you changed devices, reinstalled, or updated recently.
• Which entry, wallet, group, tag, currency, or month looks wrong.
• The general status you see in Data & Sync.
• The exact error message, if there is one.

Next step

If the issue started after changing devices, read the restore guide. If you are not sure your private key is backed up, read the backup guide before making changes.