fix problems on Coast Money Manager [iphone]

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—— Run into issues on Coast Money Manager? Get help pending when official support gets back to you!

Coast Money Manager
Info:
company: California Coast Credit Union
: https://www.calcoastcu.org/
: www.calcoastcu.org
Chat with our AI-based Coast Money Manager Support
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Slow issue

sync takes too long

Fix: 1. Limit the number of accounts: If you have multiple accounts linked, consider reducing the number of accounts to sync. This can speed up t... ⇲
 
Crashes issue

Coast Money Manager crashes frequently

Fix: 1. Update the app: Ensure you are using the latest version of the app, as updates often include bug fixes. 2. Free up device storage: Check... ⇲
 
Settings issue

external transfers not manageable

Fix: 1. Use alternative methods: If the app does not support external transfers well, consider using your bank’s app or website for these transac... ⇲
 
Features issue

budgeting feature is not helpful

Fix: 1. Set realistic budgets: Review your budgeting categories and set achievable limits based on your spending habits. 2. Use external budgetin... ⇲

auto budgets poorly recognize transactions

Fix: 1. Manually categorize transactions: Regularly check your transactions and manually categorize them to ensure accuracy. 2. Provide feedback:... ⇲

unclear cash spending tracking

Fix: 1. Set clear categories: Create specific categories for cash spending to help track it better. 2. Regularly review cash transactions: Make i... ⇲

barebones accounting

Fix: 1. Use additional accounting tools: Consider using a more robust accounting software alongside Coast Money Manager for detailed financial tr... ⇲
 
UI issue

manual transaction editing is not user friendly

Fix: 1. Familiarize yourself with the editing process: Spend some time exploring the app’s interface to understand how to edit transactions more... ⇲

limited transaction history display

Fix: 1. Export transaction history: If the app allows, export your transaction history to a spreadsheet for better analysis. 2. Regularly review... ⇲
 
Bugs issue

categories reset after a few months

Fix: 1. Regularly back up your settings: Take screenshots of your category settings or write them down to easily restore them if they reset. 2. C... ⇲

only debits show in transaction history

Fix: 1. Check filter settings: Ensure that there are no filters applied that limit the view to only debits. Adjust the settings to show all trans... ⇲
 
Payments issue

no mobile payments or check deposits

Fix: 1. Use alternative apps: If mobile payments and check deposits are essential, consider using your bank’s app or other financial apps that of... ⇲
 
Loading issue

FAQs do not load

Fix: 1. Check internet connection: Ensure you have a stable internet connection, as this can affect loading times. 2. Clear app cache: If possibl... ⇲

Coast Money Manager fails to load

Fix: 1. Restart your device: Sometimes, a simple restart can resolve loading issues. 2. Check for app updates: Ensure you are using the latest ve... ⇲
 
Account issue

cannot add external accounts

Fix: 1. Check app permissions: Ensure that the app has the necessary permissions to access external accounts. 2. Use alternative methods: If the... ⇲
 
Syncing issue

sync issues with other accounts

Fix: 1. Check account settings: Ensure that the accounts you are trying to sync are set up correctly within the app. 2. Re-link accounts: If sync... ⇲
 
Login issue

login issues

Fix: 1. Reset your password: If you are having trouble logging in, try resetting your password through the app or website. 2. Check for app updat... ⇲
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 what users are saying
Good experience
52.4%

Bad experience
42.9%

Neutral
4.8%

~ from our NLP analysis of 21 combined software ratings.

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 Private Data Coast Money Manager collects from your iPhone
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Financial Info
    • Location
    • Contact Info
    • Identifiers
    • Diagnostics