This article provides an overview of the Overview tab in the Excel Transaction Loader.

1. Change Business & Brand Codes - Click to change the default business and brand for the loader. The defaults are based on the business from which the loader was downloaded.
2. Brand - Optional field that allows you to enter the brand code you want to load data to. This must be the brand code (not the brand name). To use the default brand code, enter =defaultbrand().
3. Filename - Allows you to give the file being loaded a unique name so it can be easily identified in the Browse Loaded Files screen.
4. Cash Transaction Lines - Displays the number of transactions entered and successfully validated in the Cash tab.
5. Submit Cash Transactions - Click to submit transactions entered in the Cash tab. 
6. Income Transaction Lines - Displays the number of transactions entered and successfully validated in the Income tab.
7. Submit Income Transactions - Click to submit transactions entered in the Income tab. 
8. Custom Holding Account Transaction Lines - Displays the number of transactions entered and successfully validated in the Custom tab. This is used to load custom holding transactions.
9. Submit Custom Holding Account Transaction - Click to submit Custom Holding Account transactions.
10. Portfolio Transaction Lines - Displays the number of transactions entered and successfully validated in the Portfolio tab.
11. Submit Portfolio Transactions - Click to submit Portfolio transactions.
12. Expense Transactions Lines - Displays the number of transactions entered and successfully validated in the Expense tab.
13. Submit Expense Transactions - Click to submit Expense transactions.
14. Corporate Actions Transactions Lines - Displays the number of transactions entered and successfully validated in the Corporate Actions tab. This is used to load corporate action transactions.
15. Submit Corporate Actions Transactions - Click to submit Corporate Actions transactions.
16. Term Deposit Transactions Lines - Displays the number of transactions entered and successfully validated in the Term Deposit tab.
17. Submit Term Deposit Transactions - Click to submit Term Deposit transactions.
18. Clear All Entered Transactions - Click to remove all entered transactions from the loader.
19. Submit Market Price Lines - Displays the number of market price lines entered in the Market Price tab and whether they have been successfully validated.
20. Submit Market Price - Click this button to submit your market prices to Class. 

What's Next

Enter in your Cash Transactions.