My Holdings card on the web app dashboard is blank and does not show my holdings. Is there some secret to make it display the holdings.
Hello @Chagall,
Thanks for reaching out! If they aren't showing up, I would see if signing out and back in resolves the issue you are seeing on the dashboard. If not, can you please provide a screenshot showing the issue you are seeing?
-Coach Jon
I tried that. Still does not show up. Thanks for posting so quick. See screenshot.
Thanks for the reply! I have confirmed that our team is aware of the issue and is currently working on a resolution. I will be sure to follow up here when we hear anything else.
SIMPL-26663
Thank you. You seem to have a lot of issues that are important. I am still waiting for the resolution on the fact that the CVS import does not show the transactions. It claimns success, but there is nothing there. Strikes me as a vital feature if you want to lure people from other applications to Simplifi. Why would they move if they cant import there transactions from other competitors products.
NEW 4/17/25: Transactions not importing from a CSV — Simplifi
Holdings seems to be working now. Thak you. Now just need the CVS import issue sorted. Well done
