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 | Finish onboarding → start trial, accept a Family seat, or check Billing. Email signup: verify email first. Google/Apple: use the same provider button on login (no password). |
| “View only” | Ask the file owner for write access or use your own file |
| Shared a file but they still see the paywall | File share ≠ free access. Invite them to a Family seat from Billing, or they need their own plan |
| AI misread a receipt | Edit the transaction; retake a sharper photo next time |
| Import failed | Confirm the file is a valid bank statement/export; retry; or use snap |
| Bank needs reconnection | Menu → Accounts → Reconnect and sign in again through Plaid |
| Missing a new account at a linked bank | On Accounts, tap Manage accounts, select the new account, then confirm |
| Sync looks stuck | On Accounts, tap Sync now; wait a minute and refresh |
| 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 |
| Print / PDF looks like mobile | Klyrr forces desktop layout on export — update the app, hard-refresh, then try again |
| Print / PDF is dark | Exports are always light mode; if you still see dark, hard-refresh and retry |
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.
Ready to follow these steps in your account?
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