How do I edit a fund?



  • 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 as described in "How do I delete a fund?",

    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.