Troubleshooting ยท 5 min

Fix: empty dashboard

Fix a Dashboard that shows no results after upload.

Use this when Dashboard is blank or does not match your uploaded statements.

Steps

  1. Open Documents.
  2. Confirm the statement is listed.
  3. Confirm its status is indexed or complete.
  4. If it is only uploaded, open Upload and click Process Documents.
  5. Open Dashboard again.
  6. Upload a full statement period if only partial documents were added.

Beta

Some statements are harder to read. Check the source document before relying on totals.

You'll know it worked when

Dashboard shows dates, spending, highlights, or recommendations from the document.

If this doesn't work

Try processing one clear PDF statement first, then email [email protected] with the document type.

Related

Helpful links