Help / Troubleshooting

AI Advisor returns errors — what's wrong?

5-step troubleshooting flow: check daily limit, status page, simpler question, Plaid connection, then contact support with details.

If the AI Advisor isn't responding or returns an error message, here's the troubleshooting flow:

1. Check your daily limit. Pro users have a soft cap of 20 queries per day (resets at midnight UTC). If you've hit the limit, you'll see a friendly "daily limit reached" message with the reset time. Wait until midnight UTC or contact support@keepingup.com if you need an exception.

2. Check our status page. Visit keepingup.com/status. If we're reporting an AI Advisor incident, Anthropic (our AI provider) may be experiencing an issue on their end. These typically resolve within 30-60 minutes.

3. Try a shorter, simpler question. Very long or complex questions sometimes time out. Break the question into two simpler ones.

4. Make sure your connection is healthy. The Advisor needs your most-recent transactions and net-worth data to give accurate advice. If your Plaid connection is broken (see the Plaid reconnect guide), reconnect first.

5. Still not working? Email support@keepingup.com with:

  • The exact error message you saw
  • The question you tried to ask (we won't see your data, just what you typed)
  • Roughly what time you tried it

Most AI Advisor issues resolve within minutes once we identify the cause.

Related help

Connections
How do I connect a bank account?
Connections
Why is my Plaid connection broken? How do I reconnect?
Benchmarks
How are peer benchmarks computed?
Billing
How do I cancel my subscription or get a refund?

Didn't solve your problem? Email support@keepingup.com — Jon replies personally within 1 business day.