2026.10.13 — Guided create and entry for live investments
Account setup and manual entry for bank, stocks, US stocks, mutual funds, FD, PPF, and EPF use a full-screen guided workspace with a finish summary.
Version 2026.10.13 · Last reviewed 2026-10-13
Summary
- Creating an account or adding a balance, holding, deposit, or transaction by hand for Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, and Employee Provident Fund opens a full-screen guided form
- Desktop shows a step rail; smaller screens use a compact progress header; actions stay pinned at the bottom
- After save, a finish summary shows what was saved — then Done, and often Add another or a continue action such as Record balance or Add a holding
- Bank create starts with popular banks (and View all banks to search); Fixed Deposit create asks bank / corporate / post office first
Who it affects
- Anyone who sets up a live investment type or uses Manual Entry / Add Snapshot on those dashboards
Action required
None. Start from Explore Investment or the type dashboard Add controls as before — the forms are the guided workspace now.