2026.11.07.2 — Artha Review all

Review and save every change Artha staged on one page, plus clearer single reviews and cleaner numbers.

Version 2026.11.07.2 · Last reviewed 2026-11-07

Summary

  • Review all in Artha: when two or more changes can be saved from a chat, the workflow card shows Review all (N). One page lists everything Artha staged — new accounts, additions, edits (old → new), and deletions (a red checklist) — and one Save writes it all
  • Changes save in order: accounts first, then additions, edits, and deletions. Items already saved are kept, so a retry does not create duplicates
  • Any step whose earlier steps are done can be approved, not only the first one. Labels use your own account names
  • Delete review is read-only, with delete wording and a red button
  • A balance read from a statement keeps the statement date
  • Prices and NAVs are rounded when saved: stocks to 2 decimals, mutual fund units to 3, NAV to 4
  • The accounts review shows bank names and logos instead of codes
  • Pressing Enter in the message box does nothing while files upload, and Send shows Waiting for uploads to finish
  • The EPF bulk footer total now counts contributions, and a trailing copied "type" no longer counts as a filled row

Who it affects

Anyone who uses Artha to import or change several investments at once. Viewers cannot save changes.

Action required

None.