Transactions

A Transaction represents an Activity within one of your Accounts. For example Buy, Sell, Cash Deposit, etc.

Go to the Portfolio report page once you have entered and successfully Added your Transactions.

Filter Transactions

You may filter the list of transactions by first clicking Enable Filter. When the page refreshes enter some text in the Activity, Symbol, Description / Payee boxes, or select transaction year or month and then click Apply Filter.

Transaction Type

The update panel defaults to Add Multiple Transactions. You can select the extended transaction panel or the cash panel by clicking the appropriate link.

Edit Transaction

Click Edit on the line of the Transaction. The Transaction details will be displayed in the bottom panel.

Delete Transactions

You may delete one or more Transactions by selecting the checkbox at the beginning of the line containing each Transaction and then clicking the Delete button at the bottom of the column.