Troubleshooting
Troubleshooting Overview
Start here when something in WonderMoney does not work as expected.
The troubleshooting section helps you diagnose and fix common issues across sign-in, bank connections, imports, budgets, billing, and support.
Symptoms
Use this section when you see an error, missing data, or a flow that stops unexpectedly.
Common symptoms include:
- Sign-in does not complete
- A bank does not reconnect
- A budget does not save
- An import file does not upload
- Billing details do not update
What to check
Start with the simplest checks:
- Confirm the page refreshed correctly
- Make sure you are using the right workspace or account
- Check whether the issue is temporary
- Review the relevant help article for the feature
What to try
Try the matching guide for your issue type:
- Sign-in problems — the sign-in flow does not complete.
- Bank connection problems — connection incidents, including states that recover on their own.
- Budget setup problems — a budget does not save or shows unexpected totals.
- Transaction import problems — duplicate handling and similar-transaction tolerance after an import.
- Billing problems — failed payments and the recovery steps that follow.
- Portfolio import problems — a portfolio file does not import or imports with wrong values.
If the issue is not clear, narrow it down by feature and error message.
When to contact support
Contact support if the problem persists after basic checks or if you need help with account-specific data.