• I find confirming transactions cumbersome and inefficient. It is good to be able to see the unconfirmed transactions in the Overview but to confirm each transaction I need to click on the holding, click on “edit” under all income then confirm the transaction. I always verify the transaction against my bank statement. After that I can’t just hit return to go back to the Overview but have to reload the Overview which is a bit slow. if I am catching up with multiple confirmations, which I do when checking against bank statements, this becomes very slow and tedious. In addition, the icon in the overview also shows upcoming transactions but that is not obvious until I have entered into the details of the holding. In that case I just go back to the Overview but again, that is a slowish process. It would be much more efficient if the hover over the icon in the Overview actually showed basic details - date and amount of the transaction. It would also be great if, on seeing this information, I could just confirm directly from there rather than having to enter the holding then go back to the Overview. It would save a great deal of time. If the date and amount matches the bank statement I would be confident all the details are correct. If not, I could then go into the holding to change details.
I agree, the confirming process a little long winded, specially when you have a lot of stocks.
I dont confirm it and I dont see a reason why I should do it. I just check sometimes if numbers are correct. Its still counted so why bother.
Each to his own Grovestre. I run my investments as I would run a business. All transactions need to be crosschecked so I verify the Sharesight expected figures against what actually gets into the bank account. On occasions, it does get the figures incorrect. In one instance it helped me discover a new purchase was not correctly linked to a bank account and dividends were being held. There is a reason the software is designed to be checked - I am just asking for it to be made easier. I don’t think a “sometimes” check is suitable as we are looking for exceptions, not checking if the overall process works.
Hi all, we recently rolled out the Tasks tab (next to Reports) to make it easier to confirm all your dividend transactions (instead of going into individual holding page).
Key functions:
- You can search holdings (great if you reconcile dividends by share registry or broker)
- Select all to bulk confirm all unconfirmed transactions
- Bulk select single holding transactions
- Edit transactions
Drop a comment if you have any feedback!
Thanks Ricky. I have not used this yet but it looks much better then before. Great to see our suggestions are listened to and acted on.