> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/news/2026/2026-11-07-import-funds-and-valuations.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

## What's new

- **An `Import` menu on the fund list.** If you can add funds, `Plan > Funds` now has `Import`
  beside `New Fund`, with `Import Funds` and `Import valuations`. Each works from a CSV file you
  upload, such as one exported by your investment manager, and `Download CSV Template` gives you
  the headings. See
  [Import fund amounts and valuations](/administrator/funds/importing-fund-amounts).
- **See every row first.** Before anything changes you see how many funds a file will create and
  update, and every rejected row with its reason. `Cancel` changes nothing.
- **Valuations on the ledger.** A valuation is recorded on the fund's `Ledger`, marked `No effect`,
  and doesn't move its `Available Amount`. An amount you import shows on the `Ledger` with its source
  and date, and in the fund's `History` with the file's name.