FolioSync Support
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Featured knowledge base articles
A curated selection of Knowledge Base articles. Use search, select a category, or view all articles to explore additional guidance.
Broker PDF import is not working
What to check when a broker trade confirmation or transaction statement PDF cannot be imported.
Mutual fund NAV or profit/loss looks different
How FolioSync calculates mutual fund value, remaining cost, completed gains/losses, and current NAV.
Cash balance does not match
Why cash can differ after buy, sell, deposit, fee, CGT, or PDF-import transactions.
Average price, CGT, or profit/loss looks wrong
How to verify average price, completed gains/losses, current gains/losses, dividends, and CGT calculations.
How to add a stock transaction
How to record buy, sell, dividend, fee, deposit, withdrawal, bonus, split, and right-share entries.
How to back up, export, or restore your data
How to use Data Protection options for backups, Excel exports, imports, restores, and recalculation.
How Auto Dividends work
What Auto Dividends does, how it creates dividend or bonus entries, and how to configure it safely.
How to contact support effectively
What to include in a support request so the issue can be reviewed quickly.
How Google Drive backup and restore work
How Google Drive backups, manual uploads, automatic schedules, retention, and restore preparation work in FolioSync.
How AI features work
What FolioSync AI features can do, which features need your own key, and how to enable them.
How Dividend Reinvestment works
How FolioSync handles reinvested stock dividends, fractional accumulation, and automatic buy entries.
How the FIRE Planner works
How FolioSync estimates FIRE progress, timeline, dividend coverage, and required monthly investment.