During the first five days of each month, the dashboard will continue to display the previous month’s data. This is intentional and helps ensure your financial information is complete and accurate.
Many financial institutions take a few days to finish syncing transactions from the end of the previous month. If the dashboard switched to the new month on the 1st, many of the insights, charts, and tiles could appear empty or incomplete while transactions are still processing.
The dashboard tiles automatically switch to the new month on the 6th once the data has had time to catch up.
If you’d like to view the current month sooner, you can go to the Budget page. The insights there let you move forward and view the current month before the dashboard updates.