Delete 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.

Cash Account on Portfolio Overview page

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

3 – Click ‘Delete Transaction’.

delete transaction

4 – Click ‘Are you sure?’ to confirm the transaction to be deleted.

Confirming deleting transaction

Last modified on March 13, 2020 UTC

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