How to edit or delete an income or expenditure entry

From Timetotrade

You can use the income/expenditure tab to track all transactions associated with a ledger. For example if you have a bank account ledger, 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.

Contents 1 Step 1: Select the Ledger that you would like to add an income or expenditure to 2 Step 2: Add an income or expenditure 3 Step 3: Editing or deleting a transaction 4 Further Reading

Step 1: Select the Ledger that you would like to add an income or expenditure to

To add 'income/expenditure' transactions to a Ledger, you can use the drop down navigation menus to go directly to the income/expenditure section of the ledger that you would like to add the transactions to, as illustrated in the following screen shot:

Alternatively if you are on the LEDGERS screen, you can click on the name of the Ledger that you would like to add the income/expenditure transactions to, as illustrated in the following screen shot:

Step 2: Add an income or expenditure

In this example we have selected a ledger called 'UK Broker Account'. Click on the income or expenditure ‘add/edit’ button to add an entry as illustrated in the following screen shot.

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:

You can now delete the transaction transaction by clicking on the 'trash can' icon, change the transaction 'type' using the drop down menu, change the 'date', 'uvs action' setting, 'description' and 'value' associated with the transaction by clicking on the appropriate field.

When you have made the necessary amendments to the transaction, click on the 'save' button as illustrated in the previous screen shot. When you have no more changes to make, click on the 'cancel' button.

Further Reading

• Click here to return to the Accounts tab
• Private Investor User Manual table of contents
• Investment Club User Manual table of contents
• Capital Gains Tax User Manual

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