Trading
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The account drop list can be used to quickly view the transactions from
another account. The transactions window provides an overview of the account’s transactions, initially sorted in ascending date order, although you may tap the column titles to sort by abbreviation, description or amount. The current balance is provided for information. To add a new transaction simply tap the Add button, then: 1. Tap the Date field and modify the date, if necessary. 2. Tap the Amount field and enter the transaction amount using the popup window. Debits may be made by entering a negative amount, all other amounts are credits. 3. Tap the Description field and enter a description, if necessary. 4. Tap the Notes field and enter any notes, if required. 5. Finally, tap the Create or Cancel button to either commit the transaction or cancel. |
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To delete a transaction simply tap the desired transaction, then: 1. Tap the Delete button and provide confirmation when requested. |
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To Edit an existing transaction simply tap the desired transaction,
then: 1. Tap the Edit button and follow the steps required in adding a new transaction |
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| To delete the account simply tap the Delete button and provide confirmation when requested. Please note that you will not be able to delete an account which has portfolios linked to it, you must delete those first. | |