Troubleshooting

My transactions aren’t importing

1. Check that your linked account is still connected (go to Accounts and look for a warning icon).
2. Try refreshing the connection by tapping the account and selecting Refresh.
3. Some institutions have occasional delays — wait a few hours and check again.

My balance doesn’t match my bank

Your Roo balance reflects cleared and pending transactions that you’ve entered or imported. Common causes of mismatches:

• Pending transactions at your bank that haven’t been imported yet.
• Transactions you haven’t categorized or approved.
• A starting balance that was entered incorrectly.

The app is running slowly

• Make sure you’re on the latest version of Roo.
• Try closing and reopening the app.
• If the issue persists, contact support with your device model and OS version.