Klyrr
Tips and troubleshooting
Daily checklist and fixes for common Klyrr issues — email verify, imports, room estimates, and more.
Everyday checklist
- Snap receipts the same day (+).
- Glance at Dashboard once a week.
- Once a month: Budgets + Allocator + update Goals/Room.
- Tax season: confirm CRA room, run Allocator on the refund.
Common issues
| Problem | What to try |
|---|---|
| Can’t open the app | Verify email → finish onboarding → start trial / check entitlement |
| “View only” | Ask the file owner for write access or use your own file |
| AI misread a receipt | Edit the operation; retake a sharper photo next time |
| Import failed | Confirm TD CSV format and .csv extension; retry; or use snap |
| Room looks wrong | Re-check CRA My Account; fix starting room; review contribution events |
| Plan empty | Select a file in the scope switcher; add a goal or wrapper |
| Wrong language | Top bar language or Settings → language |
Still stuck?
Contact via the website Contact page with: what you tried, screenshot, approximate time (Eastern), and whether you’re on Solo or Family. This guide should cover most “how do I…?” questions without a ticket.
Part B — Français
Ready to follow these steps in your account?
Open KlyrrRelated guides
What Klyrr is (and isn’t)
Klyrr helps Canadian families track spending with receipt snaps, then plan leftover dollars with TFSA, RRSP, FHSA, debts, and benefits.
Getting started with Klyrr
How to sign up, verify email, complete onboarding, and start a Solo or Family trial on Klyrr.
How to navigate the Klyrr app
Learn the top bar, bottom nav, and every menu section in the Klyrr personal finance app.
Finance files for households
Create shared money workspaces, invite family members, and mark registered accounts (TFSA, RRSP, FHSA).