Editing a Cash Account transaction

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 adjust.

Editing a Cash Account transaction step 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’.

Editing a Cash Account transaction

Last modified on February 20, 2018 UTC