Are you entering transactions manually?
Are you noticing after saving these, they disappear from the list all of a sudden?
This may be due to how you are selecting the fields when adding the transaction.
When entering historical transactions, you have to make sure you "click" on the drop-down AND then click on the value you want to choose.
For example, if you are typing in 'Withdrawal' instead of actually clicking it, Client Manager will notice that something has been entered BUT the data from the drop-down list was not actually selected and therefore it will read it as no data. When this happens, Client Manager decides to make all the entered transactions "disappear". Definitely not ideal!
In summary, please make sure you literally click on the drop-down and on the field you actually want.
Please don't try any shortcuts as it will make all entered transactions disappear. The only way to get them back is by emailing us to have our analyst team review and action this via the database. This may take a number of business days of address.
If you have any questions, please email our support team at firstname.lastname@example.org