> For the complete documentation index, see [llms.txt](https://ray-evolv.gitbook.io/ray_evolv-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ray-evolv.gitbook.io/ray_evolv-docs/scenes/scene-trades.md).

# 把交易文字或截图交给 Nora

已有账单、交易文字或截图时，可以先让 Nora 整理，不必自己从空表开始逐笔填入。

> “把这些截图里的有效交易整理出来，已撤销的排除，再查查有没有记过的。先给我核对。”

<figure><img src="https://878169733-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fs6D05VL5qPBARnMQL00i%2Fuploads%2Fgit-blob-aa57fde11b80c2572512b04764621beeec657116%2Fimport-review.png?alt=media" alt="对话请求与自动打开的批量核对窗口。图中仍有基金未就绪，属于待核对状态，不是全部保存成功。"><figcaption><p>对话请求与自动打开的批量核对窗口。图中仍有基金未就绪，属于待核对状态，不是全部保存成功。</p></figcaption></figure>

{% stepper %}
{% step %}

### 提供材料

在会话中添加或粘贴图片，也可以提供交易文字。希望读取当前桌面上的交易图时，明确提出，并按对应视觉权限处理。
{% endstep %}

{% step %}

### 让 Nora 整理候选

检查基金、类型、日期、金额和份额。模型识别和查询能够减少重复输入，但原账单仍是核对依据。
{% endstep %}

{% step %}

### 补充与确认

单笔草稿可在会话里继续修正。批量记录进入核对窗口后，逐行校正、移除不需要的记录，选择归属账户和需要的资金池，再保存。
{% endstep %}

{% step %}

### 看到账本变化

核对已保存交易、关联资金流水和持仓。部分成功时先找回成功行，避免整批重复提交。
{% endstep %}
{% endstepper %}

## 下一次可以继续这样说

“最近记了哪几笔？”用于查询；“这笔金额改成……”若针对当前待确认草稿，可以沿原草稿修正。已正式入账的记录按页面提供的编辑方式处理。

[交易与资金的关系](/ray_evolv-docs/systems/ledger.md) · [单笔字段](/ray_evolv-docs/systems/ledger/first-buy.md) · [批量保存细节](/ray_evolv-docs/systems/ledger/batch.md)

***

返回[场景体验与教程](/ray_evolv-docs/scenes.md) · [认识 Evolv](/ray_evolv-docs/home.md)


---

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