# Tasks tab: bulk confirm portfolio transactions **URL:** \ **Category:** Sharesight features\ **Created:** [22 July 2021 02:05 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489 "2021-07-22T02:05:47Z")\ **Posts on this page:** 6\ **Page:** 1
**Author:** ![merlinbs](https://avatars.discourse-cdn.com/v4/letter/m/bcef8e/32.png) [@merlinbs](https://community.sharesight.com/u/merlinbs)\ **Post date:** [22 July 2021 02:05 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/1 "2021-07-22T02:05:47Z")
• 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. ---
**Author:** ![goronwyprice](https://avatars.discourse-cdn.com/v4/letter/g/0ea827/32.png) [@goronwyprice](https://community.sharesight.com/u/goronwyprice)\ **Post date:** [23 July 2021 02:05 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/2 "2021-07-23T02:05:00Z")
I agree, the confirming process a little long winded, specially when you have a lot of stocks. ---
**Author:** ![grovestre](https://avatars.discourse-cdn.com/v4/letter/g/ebca7d/32.png) [@grovestre](https://community.sharesight.com/u/grovestre)\ **Post date:** [26 July 2021 14:56 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/3 "2021-07-26T14:56:27Z")
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. ---
**Author:** ![merlinbs](https://avatars.discourse-cdn.com/v4/letter/m/bcef8e/32.png) [@merlinbs](https://community.sharesight.com/u/merlinbs)\ **Post date:** [26 July 2021 23:05 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/4 "2021-07-26T23:05:31Z")
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. ---
**Author:** ![RickyYeo](https://sea2.discourse-cdn.com/sharesight/user_avatar/community.sharesight.com/rickyyeo/32/854_2.png) [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\ **Post date:** [10 December 2025 00:10 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/5 "2025-12-10T00:10:30Z")
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). ![Screenshot 2025-12-10 at 1.02.30 pm](https://global.discourse-cdn.com/sharesight/original/2X/c/ca5bb6b3ce316e5d2c73807c79d99bcd6634e1c6.png) **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! ---
**Author:** ![merlinbs](https://avatars.discourse-cdn.com/v4/letter/m/bcef8e/32.png) [@merlinbs](https://community.sharesight.com/u/merlinbs)\ **Post date:** [10 December 2025 10:29 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489/6 "2025-12-10T10:29:29Z")
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.