How do I delete a fund?

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To delete a fund and all its transactions, after logging in

click View Transactions and select the name of the fund

you wish to delete from Your Funds List, leaving the

default setting for transaction type and year (see figure below).

Then click View Transactions and you should see all

the transactions you have recorded for this fund.

Select all the transactions by using the checkboxes in

the Delete column and click the Delete button

(see figure below).

Next, to delete the fund's name from Your Current List of funds,
click Add Transactions and click Edit Fund (see figure below)

Now select the fund's name from the list and click

Delete Fund (see figure below)

You can edit a fund's name from Your Current List

if you wish to replace it with a different name. Simply delete

the old fund's name following the steps described above,

and add the new fund's name (see "How do I add a new fund?").

However, if you had already recorded some transactions

under the old fund's name, deleting the fund's name from

Your Current List of funds will prevent you from viewing

and analyzing these transactions.

Hence, you should re-enter again all the transactions

using the new fund's name.