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

Modified on Wed, 05 Jun 2024 at 08:14 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. 


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


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


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


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


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


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


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


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


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

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