How to delete or edit transactions

You can edit or delete both individual transactions and all transactions for a specific instrument.

Editing and deleting individual transactions

1. Go to the Transactions tab.
2. Select the desired transaction type — Trades, Cash, or Dividends.
3. Find the desired row and click the context menu icon at the end of the row.
4. Select:
   • Edit transaction — an editing dialog will open. After making changes, click Save.
   • Delete — a deletion confirmation window will open. Confirm by clicking Delete.

Deleting all transactions for an instrument

1. Go to the Holdings tab.
2. Find the desired instrument and click the context menu (three dots at the end of the row).
3. Select Delete.
4. Confirm deletion of all transactions for the instrument in the pop-up window by clicking Delete.

Note: To delete transactions for already closed instruments, enable their display by activating the Display sold option.