FAQ

Shortcuts

My shortcut won’t run. What should I do?

1. Make sure the shortcut is installed in Settings -> Install Shortcuts
2. Click Set up on the shortcut card to complete one-click setup
3. Ensure iCloud Drive is enabled
4. Do not rename the shortcut

The shortcut says “Invalid API key”

1. Go to Settings -> Install Shortcuts -> API Keys
2. Confirm the key has not been deleted
3. Click Set up again on the shortcut card

The shortcut says I’m out of credits

• Go to Settings -> Billing to check your credit balance
• Subscribe or purchase a credit pack

Subscription & Payment

Payment succeeded but my plan is not active

1. Refresh Settings -> Billing
2. Check order status
3. If an order is Pending, click Continue payment

How do I cancel my subscription?

1. Go to Settings -> Billing
2. Click Manage subscription and cancel in the Stripe Customer Portal

Records

A record is incorrect. How do I fix it?

Edit the record in Bookkeeping Records and correct merchant, amount, date, and category.

How do I export records?

Click Export CSV in the top-right corner of the Bookkeeping Records page.

Sync

Sync failed. What should I do?

1. Confirm the integration status shows Connected
2. For Airtable/Feishu, re-select the synced base/table
3. Click Sync all records to trigger a new sync

Account

How do I change my password?

Go to Settings -> Account and click Change password.

Contact Support

If you still need help, contact support using the methods listed on the official website.