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 batch with errors
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.
Read the error or confidence message
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Retry with a clearer file or manually enter critical records
Enter the values exactly as they appear in your source material. Include enough detail that you or an advisor can later understand what the record is and why the value is credible.
Document what was skipped if the source remains ambiguous
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
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
- Prevents bad files from becoming bad portfolio data.
- Gives you a clear path when automation cannot finish.
What it does not do
- Some files are too incomplete or low quality for reliable extraction.
- Retries cannot fix missing pages or hidden fields.
Common mistakes
What to check
- Do not force low-confidence rows into production records.
- Use manual entry for high-value records when the import is uncertain.
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 Resolve Import Errors 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.