Troubleshooting

This guide addresses common issues you may encounter while using the Cashflow App.

Common Issues

Issue: Dashboard Shows No Data

Symptoms:

• All quadrants display zero values
• "No data available" messages appear
• Period totals are empty

Cause: No income statement has been created or activated yet.

Solution:

1. Click the New button on the Dashboard
2. Complete the Setup Wizard (manual or YNAB import)
3. Ensure you click Activate on the final step
4. Refresh the dashboard if needed

Issue: YNAB Connection Fails

Symptoms:

• OAuth redirect fails or shows an error
• "Failed to connect" message appears
• Connection status shows "Not Connected"

Cause: OAuth flow interrupted, expired session, or YNAB service issues.

Solution:

1. Clear your browser cookies and try again
2. Ensure pop-ups are allowed for the FlowState domain
3. Check if YNAB services are operational at status.ynab.com
4. Try a different browser if the issue persists
5. If using an ad blocker, temporarily disable it during connection

Issue: YNAB Sync Not Working

Symptoms:

• Sync button doesn't respond
• Sync completes but no data appears
• "Sync failed" error message

Cause: Expired tokens, selected budget issues, or API rate limits.

Solution:

1. Go to Settings and check connection status
2. If token expired, click Disconnect then Connect YNAB again
3. Verify you've selected a budget to sync
4. Check the sync interval setting (default: 5 minutes)
5. Try manual sync with Sync Now button
6. Wait a few minutes and retry if you hit rate limits

Issue: Transactions Not Categorized

Symptoms:

• Transactions appear uncategorized
• Categories show as "Uncategorized" or blank
• Expense quadrant missing expected amounts

Cause: Imported transactions need manual category assignment.

Solution:

1. Navigate to the Transactions page
2. Filter by "Uncategorized" using the filters
3. Select multiple transactions using checkboxes
4. Click Assign Category to bulk-assign
5. Choose the appropriate category and confirm

Issue: Account Balance Incorrect

Symptoms:

• Account shows wrong balance
• Cleared and uncleared amounts don't match bank
• Net worth calculation seems off

Cause: Missing transactions, incorrect initial balance, or pending transactions.

Solution:

1. Navigate to Accounts and click on the account
2. Review recent transactions for missing entries
3. Check the account's initial balance setting
4. Verify cleared vs. uncleared transaction status
5. If using YNAB sync, run a manual sync
6. For manual entry errors, edit the account to correct the balance

Issue: CSV Import Fails

Symptoms:

• File upload doesn't work
• Parsing errors on import
• Transactions not created after import

Cause: Incorrect CSV format, encoding issues, or unmapped columns.

Solution:

1. Ensure your CSV uses UTF-8 encoding
2. Verify the file has column headers
3. Check that date format matches your bank's export format
4. During the mapping step, ensure all required fields are mapped:
   • Date
   • Amount (or separate debit/credit columns)
   • Payee/Description
5. Preview data before confirming import
6. Try exporting from your bank in a different format

Supported CSV formats:

date,payee,amount,category
2026-01-15,Grocery Store,-45.67,Food
2026-01-16,Employer Deposit,3000.00,Salary

Issue: Scheduled Transactions Not Appearing

Symptoms:

• Recurring bills not showing in scheduled list
• Cash flow projections missing expected items
• YNAB scheduled transactions not synced

Cause: Scheduled transactions may need to be created or sync may be incomplete.

Solution:

1. Navigate to Scheduled Transactions page
2. Verify filter settings (Income/Expenses)
3. If using YNAB, check that scheduled transactions sync is enabled
4. Run a manual YNAB sync from Settings
5. Check that scheduled transaction dates are in the future

Issue: Period Navigation Not Updating Data

Symptoms:

• Clicking period arrows doesn't change data
• Monthly/quarterly/annual toggle has no effect
• Same data shows for all periods

Cause: Browser caching or component state issues.

Solution:

1. Refresh the page (Ctrl/Cmd + R)
2. Clear browser cache and reload
3. Check if transactions have correct dates
4. Verify date range includes transactions you expect to see

Issue: App Won't Load or Shows Blank Screen

Symptoms:

• White screen after navigating to app
• Loading spinner never completes
• Console shows JavaScript errors

Cause: Browser compatibility, network issues, or corrupt local data.

Solution:

1. Try a hard refresh (Ctrl/Cmd + Shift + R)
2. Clear browser cache and cookies
3. Try a different browser (Chrome, Firefox, Safari, Edge)
4. Check your internet connection
5. Disable browser extensions temporarily
6. Check browser console for specific errors (F12 > Console)

Issue: Data Not Saving

Symptoms:

• Changes disappear after navigation
• Save actions have no effect
• Form submissions don't update data

Cause: Session expired, database sync issues, or validation errors.

Solution:

1. Check if you're still logged in
2. Look for validation error messages on the form
3. Refresh the page and try again
4. Check the browser console for error messages
5. Verify your network connection is stable

Performance Issues

Issue: App Running Slowly

Symptoms:

• Slow page loads
• Delayed response to clicks
• Transaction list takes long to render

Cause: Large data sets, network latency, or browser resources.

Solution:

1. Use filters to reduce the number of displayed items
2. Close other browser tabs to free memory
3. Clear browser cache
4. Check your network speed
5. For very large transaction histories, consider date range filtering

Getting Help

If you cannot resolve your issue using this guide:

1. Check the FAQ for additional answers
2. Review the Features documentation for proper usage
3. Contact support with the following information:
   • Description of the issue
   • Steps to reproduce the problem
   • Screenshots of any error messages
   • Browser name and version
   • Device type (desktop/mobile)
   • Any error messages from the browser console (F12 > Console)