Support
Start with the task or symptom.
Open Settings → Support for Position guides, contact, policies, Position ID, version/build details and a diagnostic preview.
01
Fix the problem
Statement import failed
Retry analysis, unlock a PDF, reconnect AI or inspect the retained evidence.
Coverage or reconciliation is incomplete
Find a missing month, inspect arithmetic and avoid filling gaps silently.
A transaction needs review
Check the source row, meaning, category and effect on analysis.
Managed AI or credits are unavailable
Understand what stays queued and which local features continue.
A record will not save
Find the required field or invalid combination without losing the existing record.
A photo or document will not attach
Use the system photo picker, retry from the originating flow and confirm the selected attachment remains available.
02
Understand the privacy boundary
See what remains on the iPhone, when selected content is processed externally and which content-free service records support can use.
How your financial data is handled03