🛠️ Troubleshooting

Fixes for the most common problems.

Notifications or reminders do not arrive

• Allow notifications for Casviz in Android Settings → Apps → Casviz → Notifications.
• Turn off battery optimisation / “restricted” background mode for Casviz.
• Check the switch inside Settings → Notifications and the chosen time.

Smart Import does not create transactions

• Smart Import needs Premium or a referral unlock.
• Check Enable SMS Auto-Import is on and the SMS permission is granted (and Notification Listener access for notification import).
• Check the bank’s sender ID is in Allowed Senders.
• A rule may be ignoring it – see Import Log and Import Rules.
• If real messages are treated as promotional, raise the Confidence threshold.

Backup or restore problems

• Google Drive: sign in again in Auto Backup and make sure you have internet and free Drive space.
• Restore fails for an encrypted backup: check the passphrase.
• Restore asks for a passcode: enter your app passcode.

Exchange rate will not refresh

Check your internet connection. Custom currencies cannot refresh – edit their rate manually.

PC Manager page does not open

Same Wi-Fi on both devices, server running, no guest-network isolation, Casviz open on the phone.

A card, bill or installment shows Overdue or Due after I paid

• Payments must be recorded on that account: a transfer to the card/bill (or income for SIP/RD/Insurance).
• A payment settles the oldest unpaid amount first – an older unpaid statement or installment may take it.
• For a card, the payment should be dated after the statement date; check the statement and due days on the account.
• Open the account Dashboard to see “X of Y statement paid” and the Was-due date.

Totals look wrong

• Check the period and any active filter chips.
• Accounts marked Hidden or Excluded from totals are left out.
• Check the Month Start Date.

Locked out of the app

Use biometrics or your PIN. Keep a recent backup in case you must reinstall.

A repeat transaction or Smart Import rule stopped working

Its account, category or currency was probably removed, closed or deleted. Open Settings → Configuration → Repeat Transactions (or Smart Import → Import Rules): affected items show a red line explaining what is missing. Edit them to pick an existing account or category, or delete them. See Schedules that cannot run.

I cannot delete an account or group

Casviz blocks Delete Forever while something still refers to the account – repeat transactions, Smart Import rules, import log entries or linked debit cards – and blocks deleting a group while any account (even a closed or deleted one) is still in it. The message lists what is in the way, with a Review shortcut. Remove or move those items, then try again. See Close, reopen and delete.

I cannot edit a transaction

Transactions on a closed or deleted account are read-only. Reopen (Account details) or Restore (Deleted Accounts) the account, then edit the transaction.

The app crashes

Update Casviz, restart the phone, and consider enabling Crash reports so it can be fixed. Contact us from Settings → About Casviz.