Editing of existing transactions
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

You want to update your transaction because you entered wrong numbers or you want to add additional information like taxes or fees?

Then you can do this in the following way:

Desktop app

  • Scroll down in your dashboard until you see the "Transaction" section

  • Search your Transaction in the search bar

  • On the right,tap on "Edit"

  • in the new menu you can now change or enter new data

  • Make the necessary corrections and save them by tapping on "Save"

Mobile App

  • Scroll down in your dashboard until you see the "Transaction" section

  • Search your Transaction in the search bar

  • swipe this Transaction left

  • you can adjust or insert new data now

  • Save your new input by tapping on "Save"

If you have any questions or suggestions, please contact us at [email protected] and we will gladly take care of your request.

FAQ

  1. One of my securities has received a new ISIN. How can I change it?

    The easiest way is to edit the purchase transaction(s) as described above and then insert the new ISIN in the name. Then save the transaction and you are done.

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