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Troubleshoot issues with reporting
Corey Reid avatar
Written by Corey Reid
Updated over 6 months ago

📽️ Videos

  1. I think the numbers are wrong, what should I do?

    • If you suspect discrepancies in the numbers, double-check your transaction categorization and ensure that transactions are appropriately assigned to categories. If issues persist, reach out to our support team for assistance. They can help investigate and resolve any discrepancies you may encounter.

  2. I don’t see specific transactions on the reporting, why?

    • If specific transactions are not appearing in the reporting, it could be due to missing categorization. Ensure that transactions are categorized, as uncategorized transactions may not be displayed in the reporting sections. Check the P&L uncategorized section to identify transactions that need categorization.

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