Modify an investment transaction

To modify an investment transaction, follow next steps:

1. Click on the Investments tab:
2. In the table, on the right of the security name, for which you want to modify a transaction, click on the Expand icon:

   You can see all investment transactions, associated with that security:

   
3. Select investment transaction you want to modify and then do one of the following:
   • click on the Modify icon on the right of that transaction:
   • Double click on the line of this investment transaction.
4. Modify the investment transaction fields in the dialog:

   If you want to change the type of investment transaction, select the new type and fill the necessary fields (see how to create a Buy, Sell or Dividend transaction for more details).

5. Click the Apply button to save the modifications and close the investment transaction dialog.