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Start with the symptom
Choose the closest problem below. Most issues can be investigated without resetting your data. If you are about to make a large correction, download a fresh backup first.
What to collect before contacting support
Write down the workspace, relevant page, date range, source file type, current app build and a short description of what you expected. Include a screenshot only after removing account numbers and other private details. Do not submit banking passwords, full financial account numbers or source payroll identifiers.
What not to do first
Don't delete an account to fix a transaction discrepancy, overwrite a working backup to test restore, or repeatedly import the same source file. The safest first action is usually to inspect a sample row or reconcile one statement period.
Still need help?
Visit Support. Explain what you checked, what changed and whether the issue also occurs on a second device. This helps locate a real defect without exposing your financial data.
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