Troubleshooting

Error messages and surprises, and how to fix them.

• Can't connect your bankThe Connect your bank page stopped you, or the link from your AI seems dead. Here is what each message means and how to get the connection through.
• Check whether your bank connections are workingAsk your AI whether each bank connection is healthy, waiting on new data, needs a sign-in or has an error, and learn what to do about each one.
• Fix a bank that needs reconnectingYour bank stopped accepting the saved sign-in. Get the reconnect link, sign in at your bank again, and syncing resumes with your history kept.
• Recent transactions are missingA purchase from today or yesterday isn't in your ledger. Learn why bank transactions can lag, how to find a charge, and when it should show up.
• The same charge appears pending and postedA bank charge shows twice on one account, once pending and once posted. Ask your AI to find the leftover pending copies and delete them.
• My investment holdings list is emptyYour AI finds no positions for a brokerage account. Learn why, from Investment details being off to an account you added yourself, and how to fix it.
• Import error messages and how to fix themWhat each import error or warning means, from date and amount errors to a missing opening balance or an expired confirmation, and how to fix it.
• CSV import says dates must be YYYY-MM-DDWhy a CSV upload is blocked when its dates aren't YYYY-MM-DD, and the two fixes. Name the file's date order, or let your AI convert the dates.
• Balance looks wrong after an importAn account's balance doubled, moved the wrong way or is off by a fixed amount after an import. Here are the usual causes and how your AI fixes each one.
• A purchase shows twice (PayPal and card)One purchase appears on two of your accounts, such as a PayPal payment and the bank charge that funded it. Link the pair so it counts once.
• Undo a wrong transfer matchTwo transactions were linked as a transfer by mistake. Ask your AI to unlink them, then fix the category so each side counts the way it should.
• Why you can't edit a bank transaction's amountYour AI can't change the amount, date or currency of a transaction from your bank. See why, and the fixes that work instead.
• A rule didn't categorize a transactionYou made a rule, but a matching transaction is still uncategorized or has another category. Here is why a rule skips a transaction and how to fix it.
• My category list is empty or has old entriesYour AI shows no categories, or lists names you stopped using. Learn where the list comes from, why it never shrinks, and how to tidy your categories.
• Totals look wrongA spending or cash flow total doesn't match your bank, comes back as two numbers or misses a ledger. Here is why each happens and how to fix it.
• Fix foreign-currency amounts that look 100x too largeYen or won amounts showing 100 times too large? Run the one-time repair in Settings → Security. It checks first, then fixes in your browser.
• My export download link expiredAn export link from your AI works for 120 seconds, about 2 minutes. If it stopped working, ask for a fresh export and open the link right away.
• My alert didn't notify mePennyweight checks your alerts when new data reaches it, not in real time. See why an alert stayed quiet and how to see what fired.
• Can't authorize your AIThe Pennyweight page that approves your AI stopped you with a message. Here is what each message means and how to get the connection through.
• My AI lost access to PennyweightYour AI says Pennyweight rejected its requests or asks you to re-authenticate. Why AI connections end and how to reconnect with your passphrase.
• ChatGPT won't add or change dataChatGPT reads your Pennyweight data but doesn't save a change. Why it asks for approval first, and what else stops a write.
• Your AI says "too many requests"Your AI hit a Pennyweight rate limit. Wait out the short per-minute pause, or the hourly limit on bug reports and feature requests, then carry on.
• This ledger is read-onlyYour AI says a ledger is read-only because it has no subscription. You can still view, export or delete it. Subscribe that ledger to add data again.
• Unlock says the passphrase is wrongThe unlock page rejected your passphrase. Check which passphrase it wants and which account you're signed in to, or reset it with your recovery code.