Editing a Cash Account transaction

Content also available for tax entities or on our global site.

1 – On the Portfolio Overview Page, click on the Cash Account.

Edit cash account 1

2 – On the Cash Account page search and click on the transaction you want to adjust.

Edit cash account 2 3 – The date of the transaction can be changed.

4 – The type of the transaction cannot be changed. To change the type you will need to delete the transaction and then add a new transaction.

5 – The amount of the transaction can be changed.

6 – The description of the transaction can be changed.

Note that the description may be used to search for transactions.

7 – Click ‘Update Transaction’. Edit cash account 3

Last modified on January 19, 2024 UTC

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