FINUNITY · PRODUCT GUIDE
Holding imports: recognise, review, then confirm
Screenshot recognition prepares records; it does not replace review. Check the source, instrument, currency, quantity, price and cost before confirming, then inspect the resulting ledger.
Before upload
- Use only images you have rights to process. Redact names, account numbers, identity documents and other information unrelated to recognition.
- Retain instrument name or code, currency, quantity and necessary cost information; do not crop away units or column headings.
- Read the data-processing policy. Images are sent to the server and its configured third-party service, not processed entirely on your computer.
- Check availability, quotas and error messages. If recognition is disabled, use supported manual or spreadsheet entry instead of repeated sensitive uploads.
Parse, preview and confirm
FinUnity handles the original in request memory rather than writing an image file or database blob; provider processing and retention still follow its policy. Structured recognition records are retained on the server. Not retaining the original therefore does not mean retaining no import data. Review and edit each preview row; holdings are written after user confirmation.
| Field | Review |
|---|---|
| Instrument and source | Match code, market, name and account; do not merge instruments sharing a name |
| Currency and units | Check CNY/USD and distinguish thousands, shares and monetary amounts |
| Quantity and price | Inspect decimals, signs, column headings and price basis |
| Cost | Distinguish unit and total cost; market value is not cost |
| Write action | Review the actual supported action and preview; existing holdings must not be added a second time |
A fictional recognition error
Suppose the image says “quantity 12.5, unit cost USD 80”, but the preview shows “125, CNY 80”. Correct quantity and currency first, then check what the cost column means. Recognising the instrument name does not establish that the row is correct. This is an invented error example, not an accuracy measurement.
Partial failures and uncertain writes
- One image fails: retry that image as the interface permits and inspect successful rows rather than repeating the whole import.
- A save times out or remains unconfirmed: retain the original batch and follow its retry prompt, rather than creating an identical new batch.
- A success message appears: verify account, quantity, currency and ledger totals, not merely the HTTP result.
Provider, quota and network failures are possible. Screenshots, spreadsheets and manual entry all need the same field review; recognition is not guaranteed error-free.
Review currency totals next
Post-import base totals depend on exchange rates and the server snapshot. Continue with the multi-currency guide, then create an account or sign in. Save the recovery code shown once during registration.