Support & FAQ

Find answers to common questions about iClara PFM — backups, exports/imports, search, notifications, transfers. If you can't find what you need, contact soporte@iclara.app.

How do I create a backup of all my iClara PFM data?

Steps:

  1. Open iClara PFM → Settings → Local Backup.
  2. Tap Export. Creates JSON backup and opens share sheet.
  3. Choose Save to Files (iCloud/On My iPhone).

Notes:

  • Backups include sources, categories, transactions, reminders, lock.
  • Private — only saved where you choose.
  • Filename: iClaraPFMBackup-YYYY-MM-DDTHHMMSS.json
Local Backup controls with Export
Export creates timestamped JSON for Files/iCloud.
How do I restore a backup?
  1. iClara PFM → Settings → Local Backup → Restore.
  2. Select JSON backup from Files.
  3. Confirm replace/merge — overwrites/merges local data.

Important: Replace overwrites; merge skips duplicates. Defaults use localized names.

My import failed with 'invalid backup file' — what could be wrong?

Causes/steps:

  • Not iClara PFM JSON — confirm exported from app.
  • Corrupted — re-export from original.
  • Open in text editor to verify JSON.
How do I delete sources or categories?

Sources:

  • Settings → Sources → Swipe left → Delete (orphans transactions).

Categories:

  • Settings → Categories → Swipe left → Delete (reassigns to "Other"). Defaults can be restored.

App ensures "Other" category always exists.

Search not showing results — what to do?
  1. Ensure 3+ characters typed.
  2. Toggle Recent/All scopes.
  3. Pull-to-refresh dashboard.
  4. Check recent months filter (Settings → Home Filter).

Search matches vendor/note/category/date/amount.

Search with recent/all scopes
Notifications/reminders not appearing?
  1. iOS Settings → Notifications → iClara PFM → Allow.
  2. Settings → Global Reminders → Verify Nightly summary and/or Weekend summary are enable.
  3. Settings → Global Reminders → Verify times saved.
  4. Disable Do Not Disturb/Focus.
  5. Toggle reminder → reschedules.
Global Reminders settings
How do transfers work?

Transfers:

  • 2+ sources required.
  • Select From/To, amount/date/note/vendor/payment (outgoing).
  • Atomic: both sides created/updated/deleted together.
  • Edit/delete both.
Add transfer UI
Version History

  • 1 Build 66

    - Source color picker (user palette selection).

    - Simplified search scope (recent/all toggle).

  • 1 Build 35

    - Default categories restore (deleted defaults).

    - isDefault optional for migration.

  • 1 Build 1

    - Initial release with sources, categories, charts, transactions, backups.

Other troubleshooting tips
  • Restart app: Force-quit & reopen.
  • Refresh: Pull-to-refresh dashboard/charts.
  • Update: Latest App Store version.
  • Reinstall: Backup first if needed.

Contact support

Can't resolve? Email support with details.

Email: soporte@iclara.app

Include:

  • App version (Settings → About)
  • Device/iOS
  • Issue steps

Email Support

Quick links

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