When something looks off.

Check spam and promotions folders, and make sure the email was typed correctly. Wait for the resend timer, then tap Resend. Still nothing after two tries? Email us and we will verify you by hand.

Double-check your online banking username and password, and complete any two-factor prompt your bank sends during the Plaid login. If your bank still will not connect, add the account yourself: Checking, Savings or Credit Card, with today's balance. Update it whenever it changes and the route stays accurate.

Nine times out of ten a balance was entered before a payment cleared, or Include Starting Balance was switched off. Open the account, correct the balance, and the plan recalculates.

That is NavFi doing its job early. Open the red week in the calendar to see the gap, then close it: add an income source, lower a budget allocation, use a grace period, or move a goal's target date.

NavFi matched a real transaction to a stop on your route. If the match is wrong, open the transaction and edit or unlink it. If it is right but unexpected, the route has already been recalculated around it.

Large plans take a few seconds to solve. If it runs past a minute, close and reopen the app. Your entries are saved. If it repeats, email us with your account email and roughly when it happened.