2026.11.07.1 — Bulk Add redesigned
Pick the organization per row, fill only required fields, and upload a file for Artha to read.
Version 2026.11.07.1 · Last reviewed 2026-11-07
Summary
- Organization per row in Bulk Add: the single organization picker at the top is gone. Each row has a searchable picker, and new or pasted rows copy the row above. Add a new … creates an account and sets it on that row
- Required fields only in each row; optional fields are behind a row settings button (popover on desktop, bottom sheet on phones), with Use for all rows for select fields
- Upload a file tab for Stocks, US Stocks, Mutual Funds, Fixed Deposit, Recurring Deposit, PPF, and EPF: Artha reads your file and fills the table in place. Enter manually is the other tab
- Save ready rows: rows that need a check stay highlighted and stay in the sheet; duplicates show a warning
- Rows appear as cards below 1024px (two per line on tablets)
- Pasting reads dd/mm/yyyy dates, and Escape in a cell no longer closes the sheet and drops your rows
- The Recurring Deposit footer shows the monthly total
Who it affects
Anyone who adds several holdings or deposits at once. Viewers cannot add.
Action required
None.