Edit or delete a transaction
Correct a transaction when the date, quantity, price, fee, or type was entered incorrectly.
When to edit instead of delete
Edit a transaction when the activity is real but one or more details are wrong. Delete only when the transaction should not exist in the portfolio history.
Edit a transaction
- Open the transaction from the asset or account history.
- Choose Edit.
- Update the incorrect fields.
- Save the transaction and review the updated values.
Delete a transaction
- Open the transaction you want to remove.
- Choose Delete.
- Read the confirmation message and confirm only if the transaction should be removed.
Deletion can affect later values
Deleting an older transaction can change open positions, closed positions, return values, and later history. Review your overview after deleting.