Support

FAQ & Troubleshooting

Answers to the most common setup and configuration questions.

General

Do I need to know how to code to run this?

No. Installation is a guided web wizard, and day-to-day operation (managing pricing, content, subscribers, and settings) is entirely through the admin panel. Basic Laravel/server knowledge is only needed if you want to customize the code itself.

Can I switch between demo data and a clean database later?

Yes — re-running the installer against a fresh database lets you choose again. Note this wipes the target database, so only do this before a real launch, never against a live production database with real subscribers.

Is the AI assistant required to use the application?

No. Every AI feature (auto-categorization, natural-language entry, budget recommendations, chat) is optional and gracefully unavailable if you don't configure an AI provider — the core finance features work fully without it.

Billing & Stripe

Do I need a Stripe account?

Only if you intend to charge for paid plans. The Free tier and the entire application work without Stripe configured — you can add it later from Stripe Settings.

Where do I get my Stripe webhook secret?

From your Stripe Dashboard, under Developers → Webhooks, after pointing a webhook endpoint at https://yourdomain.com/stripe/webhook.

Troubleshooting

The installer's database step fails to connect

Double-check the host, port, database name, username, and password, and confirm the database user has privileges on that database. If your database server isn't reachable from the web server (common with managed hosting), use the host your hosting provider gives you for internal connections, not localhost, if the database is on a separate service.

Emails aren't sending

Verify your SMTP credentials in SMTP Settings and use the built-in "Send test email" action there — it will show the exact error your mail server returns.

AI features show as unavailable

Confirm an API key is saved in AI Providers, and that the subscriber's plan has the relevant feature enabled in Packages.

A feature shows "not available on your plan"

This is expected, working as designed — that feature's limit key is disabled for the current package. Enable it from Packages if you want it included in that tier.

Budget alerts / due reminders / the weekly digest never arrive

These all depend on the server's cron job actually running php artisan schedule:run every minute. On shared/cPanel hosting this cron entry has to be created manually — see cPanel Hosting & Cron. Confirm SMTP is configured and tested first, then confirm the cron entry exists and points at the correct PHP binary and project path.

My CSS/JS changes aren't showing up on the live site

Frontend assets are pre-compiled — editing a .jsx/.css file does nothing on a live server until you run npm run build and re-upload the resulting public/build folder. See Extending MoneyMate.

Getting support

Support covers help using the application as documented and fixing genuine bugs in the delivered code. Please include your PHP version, browser/console errors, and steps to reproduce when reaching out — it makes a fix much faster to deliver.

Customized or extended code is not covered

This is a strict CodeCanyon policy, not something specific to this item. Support does not extend to:

  • Code you've modified, extended, or removed from the original delivered application
  • Third-party plugins, packages, or integrations added on top of the item
  • Issues that only appear after a customization, even if the underlying cause looks unrelated
  • Custom feature requests, or making the item do something it wasn't built to do

If you've customized the code and run into a problem, the Extending MoneyMate guide covers the architecture and conventions well enough to debug it yourself. If you're not sure whether something counts as a customization, ask before assuming it's covered.