Common questions
Quick answers to the questions people ask most.
Can I connect my bank?
Not yet. During the beta you bring transactions in by importing a bank file. Most European banks offer CSV, Excel, OFX or CAMT.053 exports in their online banking.
Why doesn't my account balance match my bank?
Importing transactions doesn't change balances. Select Confirm balance on the account and enter today's balance from your bank. See Accounts.
Why is a total missing some of my money?
If an amount is in a currency with no exchange rate today, it's left out and named under the total, for example Excludes XYZ (no exchange rate). See Money in many currencies.
Why did my past month's total change slightly?
Totals in your base currency use the latest exchange rates, even for past months, so they move a little as rates change. Amounts in their original currency never change.
Why is a transaction in the wrong category?
Change it on the row. To fix every future one from that merchant, turn on Always categorise this merchant or create a rule.
Can I undo a deletion?
No. Deleting a transaction, envelope, goal, asset or your account can't be undone. Euporia always asks before deleting.
Does Euporia give financial advice?
No. The Advisor explains your own numbers and is labelled as AI. It never recommends investments or judges whether you can afford credit.
How do I report a problem?
Email support@euporia.money with what you were doing, the message you saw, and the version shown at the bottom of Settings. Never send passwords, codes or full account numbers. Don't attach bank files or screenshots that show balances, and if a message quotes an amount or transaction text, replace it with a made-up value. For a security problem, see Report a vulnerability.
Last updated on