Operations
Review
Check freshness and recent run quality before you trust downstream dashboards and forecasts.
Open Sections: 3Due 7D: 0Latest Import: No runs
Category
Review
16
Recent uncategorized rows (45D).
Budget
Info
0
No current month budget.
Recurring
Info
5
Next 14 days of recurring activity.
Holdings
Review
2
Positions above 25% of holdings.
Imports
Info
No runs
No import runs recorded.
Import Freshness
Recent import activity and whether the latest run is aging out.
No import runs recorded.
Import history will appear here after your first CSV, PDF, holdings, or Plaid run.