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How do I sign in or reset my password?
Use the email address you registered with on the sign-in page. If you forgot your password, request a reset link. Check spam if verification or recovery emails haven’t arrived. Never send your password or recovery codes to support.
Why can’t I create an account?
Omerra is in invite-only early access. Use the email address and link from your invitation. Existing members can still sign in normally. Contact us below if you need help with an invitation.
How do I reconnect a bank?
Open Accounts and check the connection status. If Omerra asks you to reconnect, complete the bank’s authorization flow through Plaid. History and supported accounts vary by institution. Report the institution name and error message below; don’t send bank credentials.
Why does a card payment appear as a transfer?
Your purchases count toward spending when they happen. Paying the card moves money from your bank account to the card; it should not count as new spending or income. Review uncertain matches in your transactions and correct the transaction type when needed.
Can I correct a scanned receipt?
Yes. Review the recognized items, quantities, and amounts before saving a receipt to its transaction. Recognition can make mistakes, especially with faded or folded receipts. A clear, well-lit image works best.
How do I separate business and personal expenses?
Choose the correct workspace and business when you add or categorize a transaction. Each business has its own records and plan. Household sharing covers personal finances; access to each business is granted separately.
How do I export or delete my data?
Use the web app’s export controls to download financial records. Receipt photos and item details are not included in those exports. You can delete your account after signing in and reviewing what will be removed. If you belong to another person’s household, review the shared-history explanation before deleting.
How do I update the iPhone app?
During early access, open TestFlight, select Omerra, and install the available update. TestFlight builds expire after 90 days, so keep the app updated. The web app remains available at omerra.app/app.
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