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How to edit or delete an income or expenditure entry

You can use the income/expenditure tab to track all transactions associated with a Portfolio Account. For example if you have a bank account, you could use the income section to enter interest received from your bank and in the expenditure section you could enter any bank charges applied, such as yearly or quarterly account maintenance fees.

To edit or delete a transaction in the Income/Expenditure tab, complete the following steps.

Step 1: Select the Portfolio Account

To add, edit or delete 'income/expenditure' transactions in a Portfolio Account, you can use the drop down navigation menus to go directly to the income/expenditure section of the account that you would like to add the transactions to, as illustrated in the following screen shot:

Portfolio Accounts Actual Income.png

Alternatively if you are on the Portfolio Accounts screen, you can click on the name of the Account that you would like to add the income/expenditure transactions to, as illustrated in the following screen shot:

Income entry 1-2.png

Step 2: Add an income or expenditure

To add, edit or delete transactions, click on the 'add/edit' within the 'Income and Expenditure Transactions' section, and add your entry as illustrated in the following screen shot.

Income Expenditure Overview 2.png

Step 3: Editing or deleting a transaction

To edit an existing transaction, such as the net interest received from cash on deposit with a bank, as per the following example, start by clicking on the 'edit' button associated with the transaction, as illustrated:

Income entry 1-5.png

The date, transaction type, description, currency and value can then be edited:

Income entry 1-6.png

When you have made the necessary amendments to the transaction, click on the 'save' button as illustrated in the previous screen shot.

You can delete transactions by ticking the delete check boxes and then clicking on the 'delete selected' button; alternatively tick the check box beside the 'delete selected' button to select all transactions for deletion.

When you have no more changes to make, click on the 'done' button.

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