Modify an investment transaction

To modify an investment transaction, follow next steps:

  1. Click on the Investments tab: 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: Expand arrow in the Investments table

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

    Transactions in the Investments table
  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: Modify an investment 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.