Troubleshooting & FAQ

Getting started

Do I have to link my bank? No. WorthSync is manual-entry by design — you record balances yourself. There’s no bank-credential linking.

Do I need to create a household before I can use the app? No. A personal household is created for you automatically at sign-up. You can use everything immediately and invite others later.

Can I use it on my phone? Yes. Install it as a PWA (Add to Home Screen) or use the native iOS/Android app where available.

I filled in the calculator but my numbers didn’t carry into sign-up. The calculator draft is saved in the browser you used, and only when you choose Save and start or Save result and create account. Signing up in a different browser, a private window, or on another device starts fresh.

Accounts & balances

My dashboard shows no change / no trend. You need at least two snapshots on different dates for an account before a delta or trend can appear. Try backfilling a few past balances.

A month shows as “missing.” WorthSync flags months with no entries. Add a snapshot for that month, or dismiss the nudge if you intended to skip it.

I deleted an account by mistake — can I get it back? No. Deleting an account erases its history permanently. Use Archive instead when you want to stop tracking but keep the history (archived accounts still count in your totals).

My net worth “jumped” when I closed an account. Use Merge to move a closed account’s history into its replacement so the trend stays continuous, instead of deleting it.

Dashboard

A card I want is missing from my dashboard. Either it’s hidden or it has no data yet. Choose Customize, find the card in the list, and use the eye icon to show it. Cards marked No data yet appear automatically once there’s something to show.

I can’t move the net-worth card. Net Worth & Trend is Pinned — it stays at the top and can’t be moved or hidden. Everything below it is yours to rearrange.

My emergency runway shows --. Set your Required monthly outflow on the Emergency Fund page. Runway is that figure divided into your cash, so there’s nothing to calculate until it’s set.

My percentile card says to add my age. The comparison needs an age band. Set your age in Planning. If you’d rather not see the card at all, turn off Show percentile card in the Planning assumptions.

My house shows “Link mortgage” instead of equity. Connect the property to its loan on the Property Equity page — see Vault & Insurance. Unlinked properties are also left out of the equity totals.

Households & sharing

I can’t share an account. Shared visibility requires the Household plan. On the free Solo plan all accounts are private. See Plans & Billing.

I was invited but can’t accept. If your current household already has other members, you must leave it first. If you’re the only member, accepting moves you over automatically.

I can’t remove a member / rename the household. Those actions require the admin role. Ask a household admin, or have them promote you.

I’m the only admin and can’t leave. Promote another member to admin first. WorthSync blocks the last admin of a multi-member household from leaving to protect everyone else.

Plans & billing

Will both of us be charged? No. One active subscription covers the whole household.

I upgraded but don’t see the new features. Give it a moment after checkout — the tier updates when Stripe confirms payment. Refresh the page. If it still doesn’t appear after a few minutes, contact support.

My comp code won’t redeem. Codes can expire, hit a redemption limit, or be revoked. A code also won’t apply if you already have an active paid subscription. Double-check the code and try again, or contact support.

How do I cancel? Open the billing portal from settings/pricing and manage your subscription there. Cancelling never deletes your data.

Notifications

Where did the Reminders setting go? It’s under Settings → Goals & Notifications, together with goals and the Monthly Household Recap toggle.

I’m not getting reminder emails. Check Settings → Goals & Notifications (enabled, cadence, day, timezone). Also check spam, and make sure your email isn’t on a bounce-suppression list (a previously bounced or rejected address gets suppressed automatically).

Push notifications aren’t arriving. Push requires notification permission on your device and a build with push enabled. Re-grant permission in your device settings if needed.

Data & privacy

Is my data encrypted? Yes — sensitive fields are encrypted in the database and the storage is encrypted at rest. An optional end-to-end encrypted vault is also available for your most sensitive records.

Can I export everything? Yes — CSV, JSON, and PDF on any plan, plus the annual summary and the Statement of Net Worth on Household+. Everything is under Settings → Reports & Exports; see Data, Export & Privacy.

I can’t download a Statement of Net Worth. Formal statements are a Household plan feature. On the free plan you can still export your ledger as CSV, JSON, or PDF.

I lost my API token (or webhook signing secret). Neither can be shown again — that’s deliberate. Revoke the token or Disable the webhook under Settings → Developer and create a replacement.

I forgot my vault passphrase. Use your recovery key. If you’ve lost both the passphrase and the recovery key, the vault data cannot be recovered — that’s the trade-off of zero-knowledge encryption.

Still stuck?

Email us at support@worthsync.com and we’ll help you out.