Hi, what are the unconfirmed transactions notes, and should I do something in relation to them?

There are numbers in an orange box to the right hand side of the shares
that have just started to be put in.
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  • Hi Barry,

    These numbers indicate the number of unconfirmed transactions (system generated dividends and adjustments) for each shareholding. When you click into the shareholding you will see that these automatic transactions are indicated by the magic wand icon []

    Automatically generated transactions are calculated from company announcement data and will automatically re-calculate if edit your buy and sell trades or if we receive updated company event data.

    Confirming automatically generated transactions

    Although not required, it’s a good idea to verify that the automatically generated transactions are correct. To do this click into the shareholding, click on the automatically generated item to bring up the edit form, and then click the save button (if any values need correcting do this before saving). Once a dividend or trade has been saved the magic wand icon will disappear and is replaced by a green tick. This data is now permanently saved against your portfolio and will no longer automatically recalculate when you make changes to the shareholding.

    See also: http://help.sharesight.com/recording-...
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  • There appears to be an issue in that some dividend & interest transactions for the 2009 & 2010 Tax Year (which is when most of my shares/bonds were purchased) are now unconfirmed and are showing at current figures.

    I would be pretty confident that these transactions had been confirmed.

    Michael+
    • Hi Michael, There's really no possibility that a transaction could be unconfirmed as a result of the recent changes. We are 100% certain that no data has been modified. If you have information that shows that a transaction value or status has changed since a previous report we can investigate an individual transaction to tell you how and when it was modified.
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  • I’m happy
    I really appreciate the unconfirmed transactions number you have recently displayed as it shows where I've more work to do on a share.. Great idea
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