See what happened to your import
After adding an XTB report, you want to know whether it was read and whether anything needs your attention. The Documents tab puts report statuses in a compact list, with details you can expand when you need them.
Filter for reports that need attention and open the password settings from there. Document dates stay separate from upload dates, and account links take you to Investments.
Keep setup out of your import history
The Settings tab holds your forwarding address, Gmail instructions and document password. Expand the instructions when setting things up, without scrolling past them every time you import a file.
Upload XLSX files from the Documents tab. Existing investment data keeps its sources and dates; the new layout does not change its values.
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