Introducing Bulk edit & Add of Borrowings
Managing your Borrowings just got a whole lot easier! After the success of the bulk add and edit of expenses we have extended the ability to your borrowings entries!
Want to quickly update all of your loan balances? Click on the bulk edit and you can do this very quickly!
What to expect?
The features:
- Bulk Add (Borrowings)
- Bulk Edit (Borrowings)
Platform: Webapp
Bulk Edit Dialog
Effectively managing your debt position and expected repayments requires regular adjustments, and our Bulk Edit feature provides you with the capability to make these changes effortlessly. Now, you have the convenience of bulk editing all your active loans, streamlining the process of updating balances, Mortgage rates and expected repayments in a single operation. Additionally, borrowings added through the bulk add process are conveniently tagged as “new,” making it easy for you to identify them at a glance.
How do you get there?
Bulk Add Dialog
Just getting started or have just carried out a large refinance process? You can quickly add in your loan entries in the Bulk add section.
This will create as many as you need, keep in mind when you bulk add the purpose is speed, we will only collect crucial information to help you get going – however there is much more detail in the main cards, so always good to check those out to make sure your data is as complete as you need for insights!
What functionalities does this dialog offer?
- View a list of all borrowing item categories
- Create a borrowing card from the provided grouped list to add.
- Add multiple cards by clicking the plus button on each item, and adjust quantities as desired.
- Once satisfied, create these cards by clicking ‘create.’ This action will generate the cards and navigate you to the Bulk Edit dialog to fine-tune the values on your new cards.
- Newly created cards are easily identified by the ‘new’ label.
