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Find solutions, resources, and answers to common questions to help you make the most of Finvista. We're here to support you every step of the way.
Troubleshooting tips
Unable to connect bank accounts.
Ensure your bank's online banking is enabled. Check your internet connection and try again. If the problem persists, clear your browser cache and cookies
Transactions not importing correctly.
Verify your bank connection. Check if your membership is active. Try re-importing the transactions or manually adding them if necessary.
Incorrect transaction categories.t
Edit the transaction and select the correct category. You can also create custom categories to better organize your transactions.
Charts and reports not displaying.
Refresh the page or log out and log back in. Ensure your browser is up-to-date. Clear your browser cache if the issue continues.
Frequently asked questions
Get answers to your most common questions about using our budget tracking app.