# Why is the Transactions, Checks, or Portfolio tab missing on my project?

> Those tabs show only when the project has the data behind them. No transactions, no check images, or no brokerage holdings leaves the matching tab hidden.

CounselPro only shows a tab when there is something on it. A few of a project's tabs are tied to the data in the matter, so if a statement type never turned up, its tab stays hidden until it does. Nothing is broken, the tab is waiting on the data.

## Which tabs are conditional

- **Transactions** appears once the project has transactions, which happens after your statements finish processing. Before that, there is nothing to list.
- **Checks** appears when CounselPro found check images in the statements. No checks in the uploads means no Checks tab. See [where checks come from](https://www.counselpro.ai/docs/why-checks-dont-appear-in-transactions).
- **Portfolio** appears when a brokerage or investment statement produced holdings, or while one is still processing. A matter with only bank and credit card statements will not show it. See [why there's no Portfolio tab](https://www.counselpro.ai/docs/why-no-portfolio-tab).

**Overview**, **Files**, **Insights**, and **AI Analysis** are always there.

## Two common reasons a tab is missing

- **The project hasn't finished processing.** A brand-new project shows a setup screen instead of the full tab bar until its first statement lands on [Succeeded](https://www.counselpro.ai/docs/what-the-statement-statuses-mean). Give processing time and the tabs fill in.
- **That data isn't in the matter.** If you never uploaded a brokerage statement, there are no holdings, so there is no Portfolio tab. The fix is to upload the statement type you are looking for, not to change a setting.

The Portfolio tab also depends on brokerage extraction, which is coming Q4 2026 on Plus, Premier, and single projects. Until it ships, a brokerage statement will not produce a Portfolio tab yet.

Source: https://www.counselpro.ai/docs/why-is-a-tab-missing-on-my-project