How to Edit/Exclude/Delete transactions

This page explains how to Edit/Exclude/Delete transactions manually from the screen.

1.How to edit a transaction

In the "Transactions" page, click the transaction you would like to edit.

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In the "Transactions detailed" screen, click on "Edit".
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Make the necessary change to the transaction and click "Commit" to save. 

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2.How to Exclude/Delete a transaction

The definitions of "Exclude" and "Delete" are as follows.

Exclude The transaction will be excluded from the PNL calculation. It will remain on the ledger and it's possible to re-include it in the PNL calculation again.
Delete The transaction will be deleted from the ledger completely. Once deleted, it cannot be restored and you will need to upload the transaction again if you want to re-include it in the PNL calculation.

 

In the "Transactions" page, click the transaction you would like to exclude or delate.

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Select "Exclude" or "Delete".

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Please note that excluded transaction history will be excluded from profit and loss calculations, but it will still appear on the transaction page as shown in the following screen.

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Excluded transaction history can be reintegrated into profit and loss calculations by selecting "Unexcluded."

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