How delete a transaction

How to Delete a Transaction on WealthBee

In WealthBee, deleting a transaction can be done through two main approaches: from the Transactions Page or from the Positions Page. Here's a step-by-step guide for both methods.

Method 1: Deleting a Transaction from the Transactions Page

1. Navigate to the Transactions Page:

• From the main dashboard, click on the "Transactions" tab.

2. Find the Trade:

• Locate the specific trade you want to delete by scrolling or using the search functionality.

3. Right-Click on the Trade:

• Once you find the desired transaction, right-click on it to open the context menu.

4. Select Advanced -> Delete:

• From the context menu, select the Advanced -> Delete option to permanently remove the transaction from your records.

Method 2: Deleting a Transaction from the Positions Page

1. Navigate to the Positions Page:

• From the main dashboard, go to the "Positions" tab.

2. Open the Group Containing the Position:

• Expand the group containing the position that holds the trade you want to delete.

3. Double-Click the Position:

• Double-click on the position to open the detailed view.

4. Open the Trade View at the Bottom:

• Scroll to the bottom of the page where the trade view is located.

• You may need to adjust the height of the trade view to make it more visible by dragging the window taller.

5. Right-Click on the Trade:

• Right-click on the specific trade that you want to delete.

6. Select Advanced Delete:

• From the context menu, choose the Advanced -> Delete option to remove the trade.