Amending your transactions

Once you’ve been entering your transactional data for a while you may want to review the list and make adjustments. If you are viewing a Folio your transaction data can be accessed at any time by clicking the Transactions tab.

aa50dc24bd512fb0a1ec04cd2f941955765e535d1608300996.png

This page contains a chronological list of every transaction (purchase, sale, dividend, deposit or withdrawal) currently logged in the Folio. Each transaction line is dated, and where relevant you will see details of the number of shares involved, the price, forex rates, commissions, taxes, the resultant cashflow and, next to that, the cumulative cash flow column. You’ll also see any notes that have been set on each row.

To the right of each row you’ll see the cog icon which allows you to edit or delete the transaction.

Editing Transactions

Editing existing transactions is very simple. On the main transactions page, click the cog icon and click 'Edit transaction'.

This will re-open the transactions pop-up box, where you’ll be able to make any changes. Click Save to exit.

Deleting Transactions

To delete a transaction for a position, go to the 'Transaction tab, click on the cog icon next to the security name and click delete.

64682ff6b7bb00844e3b47f9891046c78db8fc691568025365.png

Don’t worry, you will receive a ‘confirmation’ popup before we delete the transaction!

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at less than £21 per month

After your free trial, plans start at less than £21 per month. With a one month money back guarantee, there's no risk.

© Stockopedia 2021, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.