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Delete a Cash Account transaction

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 updated 12th November 2025