"My numbers don't match my broker"
Check:
- Did you upload the latest CSV? (Click Import and check the file date.)
- Are you looking at the same date range?
- Does your broker's CSV have all the columns we need?
Solution: re-download the latest CSV from your broker and import it again. The numbers should match.
"I see $0 for some months"
Why: you haven't entered an ending balance for that month yet.
- Click "Update" on that month
- Enter the ending balance
- Save
"A deal shows the wrong status"
Why: the deal's AM Status column in your CSV is what determines the color.
- Check your broker's CSV
- Find the deal by Deal ID
- Look at what the AM Status column says
- That value determines the color
"Partner can't see the dashboard"
- Did they click the invite link?
- Did they sign in with Google?
- Is the email they're using the same one from the invite?
Solution: resend the invite link and make sure they click it.
"I want to add another wallet"
- Go to Settings
- Click "Add wallet"
- Enter wallet name, starting capital, date and type
- Save
"Can I delete a wallet?"
Yes, but carefully:
- Go to Settings
- Find the wallet
- Click "Delete"
- Confirm — this is permanent
"How do I export all my data?"
Click the Export button in the top header:
- Select what to export (all deals, a specific month or a specific wallet)
- Choose a format (CSV or PDF)
- The file downloads