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Editing an Existing Transaction

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Written by Alexander Tomascak
Updated over 2 months ago

How to Edit an Existing Transaction

To edit a transaction, first go to the shareholder ledger.

  • From the Home Page select Insiders List and select the appropriate insider.

  • Once in the Ledger click the Transactions tab. This will show you a list of all transactions for the insider.

  • Navigate to the transaction and click [edit] on the right-hand side.

Make the desired changes within the Edit Transaction Wizard then click save.

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