Delete a Cash Account transaction

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

Cash ACC

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

3 – Click ‘Delete Transaction’.

Cash Acc 2

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

Cash Acc 3

Last modified on January 11, 2024 UTC

Try Sharesight today
Track 10 holdings for free. Sign up for Free