Before you start
Prepare the source material before starting. Imports and share links are useful only when scope, recipient and source quality are clear.
Detailed steps
Finish reviewing all extracted rows
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Skip or correct rows that should not become portfolio records
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Choose commit for the batch
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
Open Assets, Debts or Transactions to verify the created records
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Field guide
The file, statement, screenshot or link scope.
Use the most complete and recent source available.How reliable the extracted or shared information is.
Low confidence requires manual review.What sections are imported, committed or shared.
Avoid accidental disclosure or duplicate records.How long access or source relevance lasts.
Use short windows for external review links.Decision rules
What it adds
- Turns reviewed source evidence into active portfolio data.
- Speeds onboarding for large statements.
What it does not do
- Committed rows may still need later classification or valuation review.
- Commit does not guarantee the source document was complete.
Common mistakes
What to check
- Check duplicates before committing.
- Confirm the active portfolio before commit.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Commit an Import Batch produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this connectivity guide when source evidence changes.