Troubleshooting

Common issues and how to resolve them

I see a maintenance banner

The maintenance indicator appears when the server is being updated. It is informational only and does NOT block API access. It auto-expires 30 minutes after the last server connection. You can dismiss it.

My bank transactions aren't syncing

Check Bank Connect to ensure your institution is still linked (no error badge). Try clicking "Sync" manually. If Plaid reports an error, you may need to re-authenticate by reconnecting the institution. Some banks have intermittent outages.

Duplicate transactions appeared

The dedup system prevents most duplicates, but edge cases exist when the same transaction has very different descriptions across sources (e.g., PDF says "SAFEWAY #1234" but Plaid says "Safeway"). Use the Transaction Audit to find and fix these, or manually delete duplicates from the Transactions page.

Transactions went to the wrong account

Use the Audit tool to scan for mismatches against your current rules. Or go to Reports, click the account line to drill down, select the mismatched entries, and batch recategorize them. Then create a rule to prevent it in the future.

PDF upload failed

Ensure the file is a valid PDF (not a scanned image-only PDF without text layers). The system uses pdfplumber first, then falls back to OCR for image-based PDFs. Very old or low-quality scans may not extract cleanly. Try a different statement format if available.

My balance doesn't match my bank

Run a Plaid sync to get the latest data. Check for duplicate or missing transactions. The reconciliation system creates balance adjustment entries to align ledger balances with Plaid-reported balances. Look for [plaid-recon] entries in your transactions.

I can't access features / redirected to billing

Your subscription may be inactive. Go to the Billing page to check status. Ensure your payment method is current in the Stripe portal. Some features (Crypto, Mining) require the Pro plan or specific add-ons.

Plaid Link won't open

Ensure popups are allowed for app.vibe-ledger.com. Try a different browser. Clear browser cache if persistent. Plaid Link requires JavaScript enabled.