Investment Studio > Views > Transactions > Deleting

To delete a transaction, select it in the Transactions view's Grid, then click in the toolbar or use Transactions > Delete in the pop-up menu.

Either way, you will be presented with a confirmation menu:

Click the top menu item to confirm deletion of the selected transaction.

Alternatively, choose Pick... to open the Delete transactions dialog:

If the Grid is displaying all transactions in the portfolio, clicking and will return the first and last transaction number in the portfolio, respectively; clicking OK will cause all transactions with a transaction number in the specified range [Start, End] to be deleted throughout the entire portfolio.
If the Grid is displaying transactions in a single asset, clicking and will return the first and last transaction number in that asset, respectively; clicking OK will cause transactions in the specified range and in that asset and only to be deleted.

Note that the position controls in the toolbar can be used to move transactions to adjacent positions in the Grid and to renumber them accordingly, so as to create a contiguous transaction number range to delete or merge.

Click to close the dialog without deleting any transactions.