2026.10.17.2 — Manual Add saves one entry at a time

Dashboard Add opens a single guided entry for live types, with clearer one-vs-several menu labels, and Bulk Add unchanged for many rows.

Version 2026.10.17.2 · Last reviewed 2026-10-17

Summary

  • On live type dashboards, Add Holding / Add Deposit / Add Transaction offers Add one transaction for a single guided entry — one submit saves one record (no staged list to save later)
  • The same menu uses Add several (Bulk Add) when you need many rows at once; Bulk Add is unchanged
  • Bank Account still uses Add Snapshot for one balance at a time
  • A second submit while a save is already running does not create another record

Who it affects

  • Anyone adding holdings, deposits, or PPF / EPF transactions by hand on Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, or Employee Provident Fund
  • Anyone recording bank balances with Add Snapshot

Action required

None. Use Add one transaction for a single entry, or Add several (Bulk Add) when you have many rows.