If you need to make a correction to an investment transaction, you can either use forms specific to the type of transaction or edit the transaction list directly. For more information, see Edit a transaction.
The specific fields available for editing depend on the transaction type (for example, a buy or a sell). There is limited support for changing the transaction type (for example, from a Buy to a CvrShrt or BuyBond). If the transaction type you need is not displayed in the drop-down list, delete the original transaction and enter a new one.
Investment transaction lists can also contain special types of transactions that record only your position for a security (the number of shares you own). These are called placeholder entries.
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Open the account you want to use.
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In the investment account transaction list, select the transaction you want to change.
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On the transaction toolbar, click Edit.
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Make your changes in the form and save.
Note: You can display the transaction list in two-line mode by editing the investment transaction list preferences.