Troubleshooting and FAQ
Fixes for the common snags, and quick answers.
Profiles and passcode
I forgot my passcode
There's no way to reset it, and we can't recover it: it's checked only on your iPhone. See If you forget your passcode.
It says to try again in a few minutes
After 5 wrong passcodes in a row, Trinance makes you wait, starting at 30 seconds and doubling up to 5 minutes. Wait it out and try again.
The Face ID switch is greyed out
Set up Face ID in your iPhone's Settings first, and make sure the profile has a passcode.
I can't add another profile
Trinance allows three profiles. Delete one in More → Settings → Delete this profile to make room.
Money and numbers
An account balance looks wrong
Only transactions linked to an account change its balance. Imported CSV rows and bills that post themselves aren't linked to an account. Open the account and use Update balance to match your bank. For linked banks, the balance always comes from the bank.
A bill didn't post
- Check it has a Next due date and is switched on (not paused).
- Bills post when you open a profile. Switch profile or reopen Trinance to post anything that's come due.
- Hourly income never posts; it only feeds predictions.
Safe to spend looks too high or too low
It's based on your bills, income and recent spending. Add any missing bills and income on the Plan tab, and check that goal contributions are right. See How safe to spend works.
My CSV dates came out wrong
Trinance reads dates like 01/09/2026 as month first. If your bank puts the day first, change the format in a spreadsheet before importing. See Import a CSV.
Account and plans
I didn't get a sign-in code
Check spam and promotions folders, then tap Resend code after 30 seconds. Codes work for 10 minutes, with 5 tries each.
I paid, but my plan isn't showing
Open the plans screen and tap Restore purchases, signed in to the account you subscribed with. See Restore purchases.
It says my subscription belongs to a different Trinance account
An App Store subscription can belong to only one Trinance account. Sign in with the email you used when you subscribed.
Banks
My bank needs me to sign in again
Open the Bank sync screen and tap Reconnect on that bank. See Reconnect a bank.
My bank won't connect
Some banks send you to their own website or app to sign in, then back to Trinance. Finish within 30 minutes, on a good connection. Still stuck? Email us with your bank's name.
New transactions aren't showing
Banks can take a while to report new transactions, and pending ones only arrive once they've posted. Tap Refresh for an instant refresh. Trinance only syncs while it's open.
I'm out of instant refreshes
They reset on the 1st of the month. Until then, your banks keep updating on their own while Trinance is open.
Link a bank is greyed out
Your plan's bank limit is full: 2 on Pro, 5 on Premium. Unlink a bank, or move to Premium.
Notifications and widgets
I'm not getting bill reminders
Check that More → Settings → Bill reminders isn't set to Never, that notifications for Trinance are on in your iPhone's Settings, and that the bill has a Next due date.
The widget says Locked
Turn on Show amounts in widget in More → Settings → Widget.
Quick answers
Is Trinance free?
Yes. Everything on your device is free with no ads. Pro and Premium add bank sync and AI.
Does Trinance work offline?
Yes. Everything except the online features (your account, bank sync, AI, News and Markets) works without a connection.
What currency does Trinance use?
Amounts are shown in US dollars. The currency tool converts between currencies.
Do my changes sync between my iPhone and PC?
No. Each device keeps its own data. You can copy profiles from Windows to iPhone with a .halcyon file. Your plan and linked banks follow your Trinance account.