Edit or delete an action

Made a mistake or added the wrong action? You can easily edit or delete an action.

Step 1: Go to the actions page. You can also open a security and go to the Actions tab.

Step 2: Hover over the action you want to change. Edit appears next to the action type. Click it. On mobile, Edit is always visible.

Step 3: Make your changes and click Save. For a transaction, you can also change its type, for example from a buy to a sell. Want to delete the action? Then click Delete in the bottom left.