How to edit or delete a transaction

1. Go to Activity.
2. Find the transaction in the list — use the search or filters if the list is long.
3. Open its menu and choose Edit or Delete.

Editing a transaction recalculates the holding's quantity, cost basis, and any dependent totals (income, performance) automatically. Deleting does the same — the effect is as if the transaction never happened.

Careful with deletes

Deleting a transaction can't be undone. If you're unsure, edit the values instead of deleting and re-adding.