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Why is my dashboard empty?

What your Puzzle dashboard needs before it shows numbers, and how to get set up.

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Written by Patricia Daos

Your dashboard is built from the transactions in your books. If nothing is connected yet, there's nothing for it to show.

Get data in

  1. Go to Integrations (the plug icon on the left) and click Add Connection.

  2. Connect your bank accounts and cards, plus payroll and payment processors like Stripe if you use them.

  3. Once the first sync brings in transactions, your dashboard starts to fill in. You don't need to finish categorizing or reconciling first, though both make your numbers more accurate.

Some tiles need a specific connection. For example, revenue metrics need Stripe connected.

See Adding, modifying, and troubleshooting integrations and the Quick Start Guide.

Connected, but still empty?

Check the ingestion start date on each connected account. If it's set later than the transactions you expect, older transactions won't come in. See How to Review and Update Your Integration Ingestion Dates.

Want help setting up?

Message us in chat and we'll help you get connected.

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