—— Run into issues on Optum Bank? Get help pending when official support gets back to you!
—— Experiencing any of these problems? Get a solution tailored for you below;
Fix: Check if the receipts are uploaded correctly by navigating to the receipt section in the app. If they are not visible, try logging out and l... ⇲
Fix: To simplify the receipt upload process, ensure you have all receipts ready in your camera roll. Use the 'Upload Receipt' feature and select... ⇲
Fix: Convert your PDF receipts to image files (JPEG or PNG) using a file conversion app or online service. Once converted, you can upload them as... ⇲
Fix: If the app only allows certain file types, consider using a receipt scanning app that can convert various formats into acceptable file types... ⇲
Fix: Organize your receipts by creating folders or categories within the app if this feature is available. Regularly delete old or unnecessary re... ⇲
Fix: Check your internet connection and ensure that the app has permission to access your photos. If receipts are still not displaying, try refre... ⇲
Fix: Familiarize yourself with the app's layout by exploring each section. Take notes on where key features are located to improve your navigatio... ⇲
Fix: Take time to explore the upload interface and familiarize yourself with its layout. Look for any tutorial or help sections within the app th... ⇲
Fix: Check if there are sorting options available in the receipt gallery. If so, use these to organize your receipts by date, amount, or category... ⇲
Fix: First, ensure that your internet connection is stable. If the transfer fails, try restarting the app or your device. Check if there are any... ⇲
Fix: Ensure that all account information is entered correctly and that there are no restrictions on your account. Double-check the transfer limit... ⇲
Fix: When entering payee information, double-check the details to ensure accuracy. If the app allows, save frequently used payees for easier acce... ⇲
Fix: Check your device's storage and ensure you have enough space available. If storage is low, delete unnecessary apps or files to improve perfo... ⇲
Fix: Utilize the in-app help section or FAQ to find answers to common issues. This can often provide quicker solutions than waiting for customer... ⇲
Fix: Review the update notes in the App Store to understand what changes have been made. Sometimes, features are moved or renamed, so familiarize... ⇲
Fix: Delete the app and reinstall it from the App Store to break the update loop. This can help reset any corrupted files that may be causing the... ⇲
Fix: Regularly update the app to the latest version to benefit from performance improvements and bug fixes. Clear the app's cache if you notice l... ⇲
Fix: Manually upload each pharmacy receipt as they come in. To streamline this, set aside a specific time each week to handle receipts in batches... ⇲
Fix: Check if the graph feature is hidden in a different section of the investment dashboard. Sometimes features are moved during updates. OR... ⇲
Fix: Refresh the dashboard by pulling down on the screen. If it continues to glitch, try logging out and back in to reset the session. OR Clea... ⇲
Fix: Take the photo of the receipt in a well-lit area to ensure clarity, and try to frame the receipt as best as possible before uploading. Use t... ⇲
Fix: Ensure that your iPad's software is up to date, as older versions may have compatibility issues with captchas. Clear your browser cache if y... ⇲
Fix: Review your account settings within the app to see if there are any notifications or updates regarding your account type. This may provide c... ⇲
Fix: Check the app's settings to ensure that you have enabled notifications for outstanding expenses. This may help you keep track of them more e... ⇲
Fix: Check if the expense journal feature has been moved to a different section of the app after an update. Review the app's update notes for any... ⇲
Fix: Close any unnecessary apps running in the background to free up memory. Restart your device to clear temporary files that may be slowing dow... ⇲
Fix: Close other apps running in the background to free up memory and improve performance. Restart your device to clear temporary files that may... ⇲
Fix: Check the app settings to ensure that biometric authentication is enabled. If it is not, enable it and restart the app. OR If the prompt... ⇲
Fix: Ensure that cookies are enabled in your device settings. Go to Settings > Safari (or your browser) > Block All Cookies and make sure it is t... ⇲
Fix: Check your app settings to see if there is an option to stay logged in. If not, ensure that your device's settings allow the app to retain l... ⇲