Gold Silver Ledger

Login issues, error states, "why does X look wrong?"

Troubleshooting & FAQ

A triage walk-through for when the sign-in page isn't letting you back into Gold Silver Ledger. Most of the time it's one of four things — wrong email, wrong password,…

I can't sign in

What to try when the verification email isn't reaching your inbox after sign-up — check spam and promotions first, use the Resend button on the verification page, double-check the email…

I'm not receiving the verification email

What to do when the password reset link in your email no longer works — usually it has expired (links last about an hour) or was already used once. The…

My password reset link expired

What to do when self-service sign-in fixes haven't worked — usually because you've lost access to your sign-up email or hit an edge case. Covers what to send support, what…

I'm locked out of my account

Guide for logging in an accessing account

Sign-in & Access

What to do when one of the spot price cards on your Dashboard shows the amber stale indicator. It's rare, and when it does appear, the fix is almost always…

My spot prices are showing as stale

A triage walk-through for when your portfolio total doesn't match what you expect. Start with the portfolio selector and display currency, then check spot freshness, recorded transactions, and the math…

My portfolio value looks wrong

Why the spot price on Gold Silver Ledger may differ slightly from what a price-quote site or dealer page is showing. Covers the usual culprits — bid/ask vs mid, source…

The spot price on my Dashboard differs from what I see elsewhere

Why your converted Dashboard figures may not match a rate-quote site or your bank to the cent. Covers the five-minute FX refresh cadence, mid versus retail rates, the live-conversion model,…

My currency conversion looks off

Prices & Values Look Wrong

A triage for when a transaction you recorded doesn't appear in your Transactions list. Most often it's a filter or the wrong portfolio scope, less often a save that never…

A transaction is missing from my list

A triage for when a sale you recorded hasn't moved the item out of your held inventory. Usually it's the wrong item selected in the SELL flow, a SELL transaction…

An item I sold is still showing as held

Troubleshooting when your held inventory shows fewer items of a product than you bought. Usually one was sold (intentionally or not), the original BUY recorded the wrong quantity, or a…

I bought 10 of something but only see 9 in my inventory

What to do if you deleted a transaction by mistake. There's no undo button — the path forward is to re-record from whatever source you have. What recovery looks like…

I deleted a transaction by mistake — can I recover it?

What to do when a bulk upload didn't land cleanly — whether it failed at upload, surfaced errors at the preview, or finished with unexpected results. How to diagnose and…

My bulk upload failed

Questions about transactions and holdings

Transactions & Inventory

Common causes when Stripe Checkout doesn't complete — a declined card, a fraud check, an abandoned 3D Secure step, an expired session, or a wrong card detail. What to try,…

Stripe checkout failed

Where to find downloadable PDF invoices and receipts for your Gold Silver Ledger subscription, what they include, how to make sure they're addressed to a business if you need them…

Where do I get my invoice for accounting?

Billing & Checkout

Starter accounts include one portfolio. To add a second, upgrade to Pro (3 portfolios) or Premium (unlimited). What changes after the upgrade, how to add the new portfolio, and what…

I'm on Starter and want to add a second portfolio

What to do when your account has hit its inventory item cap. What counts as an item, the caps per plan (30 / 1,000 / 10,000), and the realistic options…

I've hit my inventory item limit

What to do when your account has hit its transaction cap. How transactions count, the caps per plan (10 / 250 / 2,000), and the realistic options — upgrade for…

I've hit my transaction limit

Why the Annual Report option appears greyed out — it's a Premium-only feature. What the report does, what else upgrading unlocks, and what Starter and Pro users can do at…

The Annual Report option is greyed out

Why Bulk Import isn't accessible on Starter or Pro — it's a Premium-only feature. What it does, how to unlock it, and what to do at your current tier if…

Bulk upload isn't available on my plan

Limits & Gating

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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