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Re: Banking transaction import problem

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Posted by Mark on July 30, 2006 at 13:01:27:

In Reply to: Re: Banking transaction import problem posted by Mark Ellington on July 29, 2006 at 11:57:28:

: More - The transactions show up in the Portfolio Transactions Report as being applied to a specific security (the correct one) but when I view trans for just that security they are not shown so I can't delete them. Note - I did import these trans several times by mistake. Still cannot delete them ...


Hi Mark,

To delete transactions, use the Data Register by selecting "Edit / All Data...". From within the Data Register select the data type of "Investments (all)" to list all your buy, sell, and reinvestment transaction types. To delete one, select it from the list, and choose "Delete".

Thanks,
Mark
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Fund Manager - Portfolio Management Software



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