--- title: "Needs attention alerts in the RupeeCase app | RupeeCase" description: "When an investment, rebalance or withdrawal stops, the portfolio reads Needs attention, the Dashboard tab shows a badge and money actions pause." source_url: "https://www.rupeecase.com/learn/terminal/needs-attention-alerts" --- ## Watch: Needs attention The Dashboard tab counts what needs you.Needs attention: what does the app tell me when a task stops? 5 chapters, 1:01, with voice and music 1. [Chapter 1Where it is0:13](/instiv2/media/tut5/needs-attention-alerts-where-phone-dark-v1-va2.mp4) 2. [Chapter 2What it means0:27](/instiv2/media/tut5/needs-attention-alerts-meaning-phone-dark-v1-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut5/needs-attention-alerts-example-phone-dark-v1-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut5/needs-attention-alerts-reading-phone-dark-v1-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut5/needs-attention-alerts-watch-phone-dark-v1-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 4In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means ### Chapter 1: Where it is 1 Show the whole screen 2 Show the whole screen 1. 1**Needs you**The Dashboard tab counts what needs you. Shown in the video, not on this still 2. 2**Needs attention**The card says which task stopped. Shown in the video, not on this still ### Chapter 2: What it means 2 Show the whole screen 1 Show the whole screen 1. 1**Paused**Top up, Withdraw and Rebalance pause until it is resolved. Shown in the video, not on this still 2. 2**Still working**The cross marks the step where it stopped. A running task counts the shares filled. Shown in the video, not on this still ## Where it is ScreenDashboard and PortfolioBasic The Dashboard card (status line and the red Needs attention pill), the Dashboard count line, the badge on the Dashboard tab of the phone tab bar, and the progress panel at the top of the portfolio. Index in this video: [Midcap](/strategies/midcap) (strategy page). ## What it means When a task stops, the card says which one: "The last rebalance stopped and needs attention.", "The last investment stopped and needs attention." or "The last withdrawal stopped and needs attention.". Top up, Withdraw and Rebalance are then paused: "Money actions are paused until the stopped task is resolved." The portfolio shows the steps of the task (for a rebalance: Selling, Confirming Sells, Buying, Confirming Buys, Done) with a cross on the step where it stopped, and a Resume button. While a task runs, the card reads "Rebalancing now" and the panel counts shares filled. ## The formula The badge counts portfolios that need attention plus rebalances due, across your account. The app checks the status every 5 seconds while a task runs. As computed in the RupeeCase app`Needs attention = the portfolio's last task stopped (investment, rebalance or withdrawal) Badge = portfolios needing attention + rebalances due While stopped: Top up, Withdraw and Rebalance are paused; Resume is offered` ## Worked example Example only * 3 portfolios: 1 rebalance stopped, 1 rebalance due * The Dashboard tab badge reads 2 * The stopped one reads Needs attention; the other reads Rebalance due ## How to read it * A red pill is Needs attention; an amber pill is Rebalance due. * The cross in the progress panel marks the step that stopped. * "Rebalancing now" with a share count means it is still working; give it time. ## Watch out * There is no push alert in the app for a stopped task; open the Dashboard to see it. * For a Live rebalance that stopped or did not start, RupeeCase can email you on Tuesday to Thursday at 10:00 IST. * The badge sits on the phone tab bar; on a desktop, read the Dashboard count line. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** The Dashboard tab counts what needs you. 2. 0:13**What it means.** Top up, Withdraw and Rebalance pause until it is resolved. 3. 0:40**Worked example.** Worked example, example only: 3 portfolios: 1 rebalance stopped, 1 rebalance due. The Dashboard tab badge reads 2. The stopped one reads Needs attention; the other reads Rebalance due. 4. 0:45**How to read it.** How to read it: A red pill is Needs attention; an amber pill is Rebalance due. The cross in the progress panel marks the step that stopped. "Rebalancing now" with a share count means it is still working; give it time. 5. 0:51**Watch out.** Watch out: There is no push alert in the app for a stopped task; open the Dashboard to see it. For a Live rebalance that stopped or did not start, RupeeCase can email you on Tuesday to Thursday at 10:00 IST. The badge sits on the phone tab bar; on a desktop, read the Dashboard count line. ## Terms in this tutorial * [Needs attention](/learn/glossary#needs-attention)A flag that the last action on a portfolio, an investment, rebalance or withdrawal, stopped before it finished, for example because an order did not go through. * [Rebalance due](/learn/glossary#rebalance-due)A flag that a portfolio has reached its scheduled rebalance date. * [Top up](/learn/glossary#top-up)Adding money to a portfolio you already run. * [Withdraw](/learn/glossary#withdraw)Taking money out of a portfolio by selling holdings. ## Learn it in depth * [Module 10.5: Portfolio Monitoring & Rebalancing in Practice9 min read, free](/learn/path-10/module-10-5-portfolio-monitoring-and-rebalancing-in-practice) * [Module 10.7: Running a Portfolio: Invest, Top Up, Withdraw and Rebalance9 min read, free](/learn/path-10/module-10-7-running-a-portfolio-invest-top-up-withdraw-and-rebalance) TKeep watching ## Next tutorial. [1:02Next tutorial, When something goes wrongResume: how do I restart a rebalance that stopped?Resume checks every order at your broker again, books what filled and sends fresh orders for what did not. Here is what it does and what to check first.Watch next](/learn/terminal/resume-a-rebalance) ### Related tutorials * [1:08When something goes wrong, BasicOrder status: what do Placed, Open and Partly filled mean?1:08 video, BasicWatched](/learn/terminal/order-status-explained) * [1:04Your money, BasicThe portfolio card: status, due pill and cycle ring1:04 video, BasicWatched](/learn/terminal/portfolio-card) * [1:14When something goes wrong, BasicPartly done: how do I finish a rebalance that partly filled?1:14 video, BasicWatched](/learn/terminal/complete-a-partial-rebalance) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialRejected orders: why did my broker refuse an order?0:47 video, Basic](/learn/terminal/rejected-orders-and-why) * [TutorialResend: how do I send a rejected order again?1:07 video, Basic](/learn/terminal/resend-a-failed-order) * [TutorialCancel order: how do I drop a stuck order?0:54 video, Basic](/learn/terminal/cancel-an-order) * [TutorialBroker session expired: why sign in again every day?0:50 video, Basic](/learn/terminal/broker-session-expired) * [TutorialNot enough cash: what happens when funds or margin fall short?0:56 video, Basic](/learn/terminal/insufficient-funds-or-margin) * [TutorialPractice and Live: what can go wrong in each?0:54 video, Basic](/learn/terminal/practice-vs-live-when-things-fail) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. 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