Hi, may I know if I have to include all my existing transactions when I bulk import the latest transactions… or can I just bulk upload the latest transactions without the existing transactions in the portfolio.
When you bulk import, it is importing from file. I suppose you can just remove the lines that contains transactions you do not want to import?
ps: Of course, the alternative would be actually create an additional page after you upload the file and users can confirm the transactions and choose which ones they would like to import. If this is what you want, please create a feature request for it. Thanks! (Need to queue though. So, I believe the above solution would be faster)
Thanks for the advice Evan. Will try that out later.
1 Like