How to edit or delete a transaction ?

You can edit your transaction (date, quantity, etc), or delete them. 

To edit your transaction : 

1️⃣ In the left menu, choose Transactions

2️⃣ For the concerned transaction , click on the 3 small dots at the end of the line, and then on Edit

To search a transaction easily, it's  👉here

3️⃣  A window appears, allowing you to edit or delete the transaction : 

  • To delete it, click on the Delete button then enter the word delete in the field provided and click on Delete again.

2021-11-03 19.06.28

  • To edit the settings of the transaction, simply place yourself in the field to be changed. When you have finished making edits, click Save

Warning : it is not possible to edit or delete a transaction if it is linked to another transaction with a later date, which the edits may render invalid. 

Example : 

John holds 5,000 ordinary shares in his portfolio, obtained through a subscription transaction on 1 April 2020.

On May 1st, 2020, John sells 400 ordinary shares to Mark.

  • If you choose to delete the April 1, 2020 subscription transaction, this would have a direct impact on the May 1, 2020 sale transaction and therefore would not be possible.
  • If, on the other hand, you wish to change the quantity of shares subscribed for by John from 5000 to 2000, this would be possible.

⚠️If you still want to delete the subscription transaction of 1 April 2020, you will first have to delete the subsequent sale transaction.