Upload errors

When an upload or contract note is saved, rows that couldn't be saved are kept here with the error, the file name and the row number. Fix them now or later; the rest of the file is already saved.

What you see

One line per row with its portfolio, file, row number, the values read and the error. Status:

• Open: still to fix.
• Fixed: saved as a trade (it shows which batch saved it).
• Cleared: set aside on purpose. Cleared rows stay as history and can be opened again.

Fix one row

1. Click the row to open it.
2. Correct what the error points to: date, type, scrip (pick it from the list), quantity, price, amount, ratio, TDS or charges.
3. If the scrip name came from your broker, tick Remember this name. Next time a file uses that name, it is matched automatically.
4. Click Save. The row is checked again with the same rules as an upload and saved as a trade.

Fix many rows

• Check all again: re-checks every open row. Use it after a missing scrip has been added, or after you remembered a name.
• Download to fix in Excel: a CSV in the upload format, with the error as the last column. Fix it in Excel and upload it again; the error column is ignored.
• Select rows to re-check or clear them together.