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A few things to check:

1. Check if your bank session is still active. Go to the Status page and look for an expiry warning. If expired, click "Re-authorise bank".

2. Some banks have a delay. Open banking transactions can take 1-2 days to appear, even if they show in your bank's app. Try again tomorrow.

3. Check the sync log. Go to the Status page and look at the sync log. If it says "success" with 0 transactions, your bank returned no new transactions for that period.

4. Download your logs from the Status page and send them to [email protected] if the issue persists.

Klartion tracks transaction IDs to prevent duplicates. If you're seeing duplicates, it's usually because:

The same transaction appears with different IDs from your bank (e.g. pending vs settled). Klartion tracks pending transactions and updates them when they settle, but some banks handle this differently.

If you reset your sync and re-sync from an earlier date, Klartion will check existing transaction IDs and skip anything already in your Notion database.

Some banks limit how often you can request transaction data through open banking. This is normal and temporary. Klartion will automatically retry on the next scheduled sync.

If it keeps happening, try reducing your sync frequency to every 24 hours.

Bank sessions through open banking typically last 90-180 days. When yours expires, go to the Bank page and click "Re-authorise bank". You'll go through your bank's login again to renew access.

Klartion sends you an email warning when your session is about to expire.

EU banks (Enable Banking): Klartion supports 2,500+ European banks. If your bank isn't showing up, make sure you've selected the correct country when connecting. Some banks are only available as "personal" or "business" accounts — try switching the account type. If it still doesn't appear, check the Enable Banking coverage page.

US/Canadian banks (SimpleFIN): Klartion uses SimpleFIN Bridge for North American banks. Bank support is decided inside SimpleFIN's signup flow at bridge.simplefin.org — you'll find out before paying whether yours is supported. If it isn't, contact SimpleFIN directly.

SimpleFIN Bridge is the bank-data provider Klartion uses for US and Canadian banks. The setup token is a one-time code you generate inside SimpleFIN and paste into Klartion.

1. Sign up at bridge.simplefin.org. SimpleFIN charges $15/year for the bridge — paid to SimpleFIN, not to Klartion.

2. Inside SimpleFIN, link the banks you want to sync. Their interface tells you which institutions are supported before you commit.

3. Once linked, click Setup Token. SimpleFIN displays a one-time code.

4. In Klartion, go to the Bank tab, switch the toggle to US/Canadian banks (via SimpleFIN), and paste the code into the setup-token field. Klartion will list the accounts you linked — pick the ones you want to sync.

Setup tokens are one-shot. If a token is rejected as already used, generate a new one in SimpleFIN.

SimpleFIN's API caps each user's bridge at 24 requests per day on the accounts endpoint. To stay safely within that budget for ongoing operation, Klartion locks the cadence to once daily for any install with SimpleFIN accounts connected, regardless of the frequency setting.

Manual Sync now still works on mixed installs (EU + US/Canada), but uses one of your daily SimpleFIN API calls. On SimpleFIN-only installs, the manual sync button is hidden to protect the budget.

SimpleFIN's connections are powered by an upstream aggregator (MX), and a handful of US/Canadian institutions misbehave there in ways neither Klartion nor SimpleFIN can fully fix. The most common ones we see in the wild:

Apple Card — not recommended. Apple Card prompts for two-factor authentication daily. Each prompt arrives on your iPhone in the early hours and there's no way to feed the resulting code back into SimpleFIN. Connections work for one day at a time and then fall over until you reauthorise. Most users give up.

Capital One — no pending transactions. Capital One does not expose pending transactions to SimpleFIN at all. You'll only see transactions after they post (usually 1–2 business days). Klartion's pending-transaction tracking still works for Capital One's posted activity, but you won't see anything labelled Pending.

Chase — authorised users and replaced cards. Chase only exposes the primary account holder's view to SimpleFIN, so transactions made by authorised users on the account may not appear. Replacing a stolen or expired card sometimes severs the SimpleFIN connection entirely; if your sync goes quiet after a card swap, regenerate a setup token at bridge.simplefin.org and reconnect.

Mercury Bank — phantom mirror transactions. Mercury exposes internal transfers as separate transactions in every linked account (checking, savings, credit). Each gets a unique SimpleFIN ID so duplicates can't be deduped automatically. You'll need to manually delete the mirrors in your Notion database, or only link one Mercury account.

Wells Fargo — intermittent. Wells Fargo connections are flaky on SimpleFIN's side; some users see "all accounts already connected" but zero accounts surface. Try generating a fresh setup token; if that fails, this is on SimpleFIN to fix.

If your bank isn't listed above, the safest check is to verify it on SimpleFIN's supported institutions list before paying SimpleFIN's $15/year.

SimpleFIN does not give a grace period: the moment their billing fails (lapsed annual plan, expired card on file, declined renewal), the bridge stops returning data and Klartion will surface a "Your SimpleFIN Bridge subscription is not active" banner on the Bank and Status pages. Your saved transactions in Notion are untouched.

To resume syncing: log in at bridge.simplefin.org, update your payment, and trigger the next sync from Klartion's Status page.

Access can be revoked from SimpleFIN's side (you removed Klartion's access in their UI), or because the bank-side session needs reauthorisation. Klartion will badge the affected account on the Bank page with a "regenerate setup token" link.

To recover: go to bridge.simplefin.org, click Setup Token for a fresh code, then in Klartion's Bank tab, paste it into the SimpleFIN setup-token field. Pick the same accounts you had before. Klartion picks up where it left off without losing any transactions already in Notion.

Make sure your Notion integration is connected to the database:

1. Open your Notion database page.

2. Click the ... menu in the top right, then Connections.

3. Search for your integration name and click Connect.

Also check that the Database ID in your Klartion settings is correct. You can find it in your Notion database URL — it's the long string of characters after your workspace name.

Go to notion.so/my-integrations and click "New integration". Give it a name (e.g. "Klartion"), select your workspace, and click Submit.

Copy the Internal Integration Secret — that's your API key. Paste it into Klartion's setup wizard.

Don't forget to also connect the integration to your database (see above).

Click "Check for updates" on the Status page. If an update is available, it will be installed automatically.

You can see which version you're running in the footer of any page.

Go to the Notifications setup page and check your SMTP settings. Use the "Send test email" button to verify your configuration.

Common issues:

Gmail: You need an App Password, not your regular password. Use smtp.gmail.com as the SMTP host.

Outlook/Hotmail: Use smtp-mail.outlook.com as the SMTP host.

iCloud: You need an App-Specific Password from appleid.apple.com. Use smtp.mail.me.com.

Each license can be activated on up to 2 machines. If you need to move your license to a different machine, deactivate it first from the Status page, then re-enter your key on the new machine.

This happens when the license was activated on a different machine or the activation was reset. Go to the License setup page and re-enter your license key.

If you've reached the activation limit, deactivate from another machine first, or contact support.