You can change a transaction's details after it has been recorded.  To modify a transaction:


    1. Select the transaction and click the Edit toolbar button.

    2. The appropriate transaction editor window appears.



    3. Enter the new details and click OK to modify the transaction.


Some transactions such as a cash withdrawal that occurred as a result of buying a security cannot be directly edited.



When you attempt to modify this type of transaction, TakeStock 2 displays the following message:


To edit the associated purchase, click Yes.  TakeStock 2 displays the Edit Held Position window for the associated position.


Edit the position's purchase information and click OK to modify the transaction.


See also:


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