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
Open the import preview
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.
Select the row that needs correction
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Update type, amount, currency, name, date, source or notes
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Save the row and re-check the preview before commit
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
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 imperfect extraction into usable structured data.
- Prevents avoidable cleanup after commit.
What it does not do
- Editing cannot create evidence that was missing from the source file.
- Some rows should be skipped rather than forced into a type.
Common mistakes
What to check
- Correct signs carefully for liabilities and cash flows.
- Use notes when the source required interpretation.
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 Edit an Import Row 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.