⚡ Working with a large account?
If you have a large account (high transaction volume), you can turn off Auto refresh and refresh manually when you're ready. This gives you more control over when calculations run and can help improve performance while you're working.
The Refresh Calculations menu lets you control when your calculations update and view their current status.
It’s especially useful for accounts with high transaction volume, where frequent automatic refreshes may interrupt your workflow.
Where to find it
You can access the Refresh Calculations menu from the top-right corner of the app.
Click the status indicator (colored dot) beside your profile icon
This will open the Refresh Calculations menu
Refresh status indicator
The colored dot shows the current state of your calculations:
Green — Calculations refreshed successfully
Yellow — Calculations are in progress
Orange — Changes have been made, and a refresh is required (when Auto refresh is off)
Red — Calculations failed to refresh (see Troubleshooting failed calculations)
Refresh Calculations menu
‘Refresh calculations’ button
Click Refresh calculations to manually trigger a full recalculation of your data.
If Auto refresh is on, your calculations will update automatically as changes are made — so you typically won’t need to use this.
You may want to manually use Refresh calculations if:
Auto refresh is turned off
You want to re-run calculations without making new changes
You want to confirm your reports/data/calculations are fully up to date
‘Auto refresh’ toggle
The Auto refresh toggle controls whether your calculations update automatically in the background. You can turn this on or off at any time.
When Auto refresh is ON
Calculations refresh automatically as changes are made
No manual action is needed in most cases
When Auto refresh is OFF
Automatic refreshes are paused
Calculations only update when you click Refresh calculations
If a refresh is already in progress, it will continue until it completes. It cannot be paused mid-refresh.
Turning off auto-refresh does not affect your data. It only controls when calculations run.
When to turn off auto refresh
Turning off auto refresh is recommended if you:
Have a large account (high transaction volume) and experience slow refresh times
Are making multiple changes in one session
Want more control over when calculations run
You can turn auto refresh back on at any time.
Suggested workflow for large accounts
Turn Auto refresh OFF
Complete your imports, edits, or transaction updates
Click Refresh calculations when finished
This helps avoid repeated recalculations and improves performance.
Working through the Review page?
Changes in earlier sections (e.g. categorizing transactions) may resolve items in later sections (such as missing purchase history). Refresh calculations before moving to the next section to ensure everything is up to date.
Troubleshooting failed calculations
If the status indicator turns red, the refresh did not complete successfully.
Try clicking Refresh calculations again. If the issue persists, contact support and include any error message shown.
Sharing the exact error message helps the team investigate faster.
FAQs
Q1: Do I need to click “Refresh calculations” every time I make a change?
No — if Auto refresh is on, your calculations update automatically as changes are made.
You only need to click Refresh calculations if auto refresh is off or you want to manually re-run calculations.
Q2: How do I know when to manually refresh if Auto refresh is off?
You should manually refresh calculations after making changes to your account, such as importing data, editing transactions, or updating categories.
When changes are made while Auto refresh is off, the status indicator will turn orange, showing that a refresh is required.
If you’re working through tasks (e.g. Review page sections), it’s best to refresh after completing a set of changes to ensure your calculations are up to date.
Q3: What happens if I turn off auto refresh?
Turning off Auto refresh pauses automatic updates.
Your calculations will only update when you click Refresh calculations.
Q4: Can I stop a refresh that’s already in progress?
No — if a refresh is already in progress, it will continue until it completes.
You can turn off Auto refresh to prevent future automatic refreshes.
Q5: Does turning off auto refresh affect my data?
No — turning off auto refresh does not affect your data. It only controls when calculations run.
Q6: When should I turn off auto refresh?
You may want to turn off auto refresh if you:
Have a large account (high transaction volume)
Are making multiple changes in one session
Want more control over when calculations run
Q7: Why are my calculations taking longer to refresh?
For accounts with a high number of transactions, calculations may take longer due to the amount of data being processed.
Turning off Auto refresh and refreshing manually can help reduce interruptions while you work.
Q8: Can I turn auto refresh back on?
Yes — you can turn Auto refresh back on at any time.
Q9: What should I do if my calculations fail to refresh?
Try clicking Refresh calculations again.
If the issue persists, please contact our support team and include any error message shown.
Still need help?
If you have any questions or need help, we're here for you! Feel free to reach out to us via the in-app chat in the bottom-right corner or send your inquiries to [email protected].