Start with what you see.

Statement import failed or stopped

Parsing, identity, PDF access or optional AI did not complete. Financial rows are not silently committed from a failed draft; the encrypted original normally remains in Inbox until you remove it.

1. Open Inbox and select the item.
2. Use Retry analysis, Unlock PDF, Reconnect AI, Confirm account or Inspect evidence when shown.
3. For a partial batch, choose Retry failed files.
4. Contact support after the same recovery fails repeatedly.

Coverage is missing or reconciliation differs

The ledger lacks a period, identity is unresolved or statement arithmetic differs. Reviewed rows remain saved; Position withholds the unsupported conclusion.

1. Open Analysis → Data confidence.
2. Import the missing statement or confirm identity.
3. Open Reconciliation and inspect Result, How it was calculated and Evidence.
4. Refresh financial analysis.

A transaction still needs review

Classification evidence is not strong enough to affect Analysis. The source row remains in the local ledger.

1. Open Ledger → transactions need review.
2. Select the transaction and Statement evidence.
3. Correct type, category, direction or split, then Save transaction.

Managed AI is unavailable or credits are exhausted

Optional AI cannot run. Certified parsing, manual records and deterministic local features continue; AI work remains queued.

1. Open Settings → AI & Usage.
2. Reconnect managed access, configure valid BYOK or retry later.
3. Do not purchase anything in TestFlight; real-money payments are not active.

An account, transaction or asset will not save

A required value is missing or inconsistent. The existing saved record is preserved.

1. Read each Required message.
2. Correct the field or relationship.
3. Make transaction split parts equal the original amount.
4. Try save again; contact support if no blocker is shown.

A photo or document will not attach

Permission, provider access, format or the beta boundary prevented selection. An incomplete attachment does not update the ledger.

1. Check Photos or camera permission.
2. Reselect from Inbox → Add documents.
3. Confirm the provider still exposes the file.
4. Do not expect newer shared-photo asset behavior externally.

Backup or restore did not complete

The archive, password, storage or compatibility check failed. Keep the original device unchanged.

1. Open Settings → Security & Backup.
2. Choose the archive and exact password again.
3. Confirm adequate storage.
4. Prepare a diagnostic preview if it still fails; never email the archive.

Still need help?

Include device and workflow context, not financial content.