Investment Club: Delete Share Transactions

On the PORTFOLIO page, select the account you wish to remove the share transactions from.



Go to the "shares" tab and click on the "add/edit" button as shown:



At the left hand side of each transaction entry is a tick box. Select the entries that you wish to delete, and then click the "delete selected" button.



You can continue to edit / delete further transactions.

If you need to delete ALL the transactions in the account put a tick in the box immediately to the left of the "delete selected" button. This will automatically select EVERY share transaction on display. You will see a tick in every tickbox. If you then click the "delete selected" button ALL the transactions on display will be deleted.



If there are no further changes to make click the "done" button.

Please note, if there are transactions in the account which are not visible, check the date range. timetotrade will only display those transactions that occured between the specified dates.

This is especially important to remember if you wish to delete ALL transactions in your account.

If you are having trouble finding a "missing" transaction in your account, we suggest that you open up the date range to run from 1 Jan 1970, as occasionally transactions can be input incorrectly. The furthest back that you can input transactions into timetotrade is 1 Jan 1970, so opening up the date range can help you to find such "rogue" transactions.