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    How do I link past transactions to a SIP?

    Attach earlier purchases in the same fund to a SIP plan.

    Updated 22 Jul 2026

    Already been running this SIP yourself, or imported it from a statement? Attach those earlier purchases to the plan so its history is complete. No duplicates, no gaps.

    Link past transactions

    Step 1: Open the linker

    On the plan's page, click Link Transactions. WealthGamma scans your existing purchases in the same fund and opens the Link Past Transactions window.

    Step 2: Review the matches

    Purchases that line up with the SIP's amount and dates appear under High confidence, already ticked. Looser matches sit under Possible: click to expand and pick any that belong. The Tolerance setting controls how many days' wiggle counts as a match.

    High confidence matches are pre-selected; open Possible to add more.

    Step 3: Link them

    Click Link: the button shows how many you've selected. Those purchases join the plan and stop showing as loose, one-off transactions.

    Tip: This is the tidy way to fold in a SIP you imported from a CAMS or KFintech statement, link the imported buys instead of re-creating them.

    Do this on your real portfolio

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