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Troubleshooting

Common issues when using Alto, along with quick checks and fixes.

I can’t sign in / I keep getting sent to the login page

Refresh the page and try again.
Confirm you’re using the correct email/password (or Google account).
Try signing out and signing back in.
If you’re using an in-app browser (from another app), try opening Alto in Safari/Chrome instead (some in-app browsers block cookies).

My Budget page is empty (no categories)

Go to Categories and confirm you have expense and income categories.
If you recently created your account, refresh once—initial setup may take a moment.
Check your expense filters. If you're filtering to Due This Period, try switching to All Expenses to see categories without due dates.
Check if you have status or available filters active that might be hiding all your categories.

Transactions are missing or not showing up

If you’re on an account detail page, confirm you’re viewing the correct account.
Clear search/filters in the Transactions page.
If you just linked a bank, give it a minute and refresh—banks can post transactions in bursts.
If you imported a CSV, confirm you selected the correct destination account.

A transaction didn’t change my category’s Available amount

Confirm the transaction has a category selected (and that it’s the category you’re looking at).
Confirm the transaction is not a transfer. Transfers move money between accounts and don’t affect category spending.
Confirm the transaction date falls within the viewing window you’re looking at (pay period vs month).

I have duplicate transactions (manual + bank sync)

Look for a “pending match” review prompt and choose Link if they are the same transaction.
If they are not the same, choose Skip so both remain.
If you already have true duplicates, delete the extra one (prefer keeping the bank-synced record).

My pay period window looks wrong

Go to Settings and confirm your pay frequency and next pay date are correct.
In the Budget page, confirm whether you’re viewing Pay Period or Month.
If you changed pay period settings recently, refresh the Budget page.

Ready to Assign is lower than expected

Confirm your paychecks are categorized to an income category.
Check if you assigned money to savings or credit card payments (those are legitimate uses of Ready to Assign).
If a category has extra money (refunds), consider "collecting" it back and reassigning it.

I see items in "Needs Attention" that I don't recognize

Needs Attention shows expenses with negative available amounts that might be hidden by your current filters or are from past periods.
Check the period label under the category name—it might be from a previous pay period where you overspent.
To resolve an item, either assign more money (click the negative Available amount for a quick-assign option) or adjust the Due amount if it was set incorrectly.
Once the available amount reaches zero or above, the item will disappear from the list.

My Budget page is empty (no categories)

Go to Categories and confirm you have expense and income categories.

If you recently created your account, refresh once—initial setup may take a moment.

Check your expense filters. If you're filtering to Due This Period, try switching to All Expenses to see categories without due dates.

Check if you have status or available filters active that might be hiding all your categories.

Transactions are missing or not showing up

If you’re on an account detail page, confirm you’re viewing the correct account.

Clear search/filters in the Transactions page.

If you just linked a bank, give it a minute and refresh—banks can post transactions in bursts.

If you imported a CSV, confirm you selected the correct destination account.

A transaction didn’t change my category’s Available amount

Confirm the transaction has a category selected (and that it’s the category you’re looking at).

Confirm the transaction is not a transfer. Transfers move money between accounts and don’t affect category spending.

Confirm the transaction date falls within the viewing window you’re looking at (pay period vs month).

I see items in "Needs Attention" that I don't recognize

Needs Attention shows expenses with negative available amounts that might be hidden by your current filters or are from past periods.

Check the period label under the category name—it might be from a previous pay period where you overspent.

To resolve an item, either assign more money (click the negative Available amount for a quick-assign option) or adjust the Due amount if it was set incorrectly.

Once the available amount reaches zero or above, the item will disappear from the list.