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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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The information and data provided is for educational and informational purposes only. Interpretation and use of the information and data provided is at the user's own risk. All information and data on this website is obtained from sources believed to be accurate and reliable. However, errors or omissions are possible due to human and/or mechanical error. All information and data is provided "as is" without warranty of any kind. We make no representations as to the accuracy, completeness, or timeliness of the information and data on this site and we reserve the right, in its sole discretion and without any obligation, to change, make improvements to, or correct any errors or omissions in any portion of the services at any times. Past performance is not a guarantee of future results. Trading carries a high level of risk to your capital and can result in losses that exceed your deposits. It may not be suitable for everyone so please ensure you fully understand the risks involved.


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