Support – Troubleshooting

While ExMint is designed to work smoothly, you may occasionally encounter issues. This section will help you understand and resolve common problems.

Common Issues and Solutions

1. Sync Errors

If you encounter errors during the sync process, you’ll see error cards in the dashboard. Here’s how to handle some common sync errors:

ITEM_LOGIN_REQUIRED

Cause: Your bank requires re-authentication.

Solution:

  1. Click the “Open Dashboard” button in the Excel add-in.
  2. In the web dashboard, look for a “Reconnect” option for the affected bank.
  3. Follow the prompts to re-enter your bank credentials.
  4. Return to Excel and try syncing again.

SYNC_ERROR

Cause: A general sync error occurred.

Solution:

  1. Check your internet connection.
  2. Close and reopen the Excel add-in.
  3. Try syncing again.
  4. If the issue persists, contact ExMint support.

2. Incorrect Categorization

If transactions are being categorized incorrectly:

  1. Review the Custom Categories table (as explained in Section 6).
  2. Add or modify rules to improve categorization accuracy.
  3. Remember that rules are applied in order, so place more specific rules before general ones.

3. Budget Discrepancies

If your budget amounts seem incorrect:

  1. Check the Budgets table to ensure all categories have the correct monthly amounts.
  2. Verify that category names in the Budgets table exactly match those in the Custom_Cat table.
  3. Remember, categories without a specified budget will use the 6-month average as a default.

4. Excel Performance Issues

If Excel becomes slow after using ExMint for a while:

  1. Ensure you’re using the latest version of Excel and the ExMint add-in.
  2. Consider archiving older transactions to reduce the data volume (consult ExMint support for the best way to do this).
  3. Avoid adding complex formulas directly to the Transactions sheet; instead, create separate sheets for custom calculations.

Error Messages Explained

Here are some other error messages you might encounter and what they mean: