How can I edit or delete a Mutual Fund transaction in MProfit?

Modified on Wed, 5 Jun at 8:14 PM


In this tutorial, we will explain how you can edit or delete a Mutual Fund transaction in MProfit.


To do so, follow the steps below:


Step 1: Login to your MProfit account and select the mutual fund transaction you wish to delete. 


Image


Step 2: Right-click on the transaction and select View Transactions from the drop-down list.


Image


Step 3: Set the Period to All to Date to ensure you can see all the transactions. 


Image


Step 4: Double-click on the transaction you wish to Edit


Image


Step 5: Make any required changes to the transaction according to your needs.


Image


Step 6: Click the Save button to save the changes. 


Image


Step 7: If you wish to Delete the transaction, double-click on it. 


Image


Step 8: In the transaction details, you will find the Delete option at the bottom. Click on it.


Image


Step 9: A confirmation prompt will appear; click on Delete.


Image


This is how you can seamlessly edit or delete a Mutual Fund transaction in MProfit!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article