How can I correct a wrongly mapped Mutual Fund in MProfit?

Modified on Mon, 17 Jun at 2:35 PM


In this tutorial, we will explain how you can correct a wrong fund mapping of imported mutual fund statement in MProfit.


Follow the steps below:


Step 1: Login to your MProfit account and click on the Import button.


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Step 2: Next, select the template that you have imported your mutual funds from.


For example, MProfit Mutual Fund Transactions.


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Step 3: Select Asset Mapping, located at the bottom right side of the screen.


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Step 4: Click on the Delete option next to the fund you wish to correct.


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Once you have deleted the incorrect mapping, the next time you import the file, the system will prompt you to map the mutual fund scheme again. 


Ensure that you map it with the correct name this time.


This is how you can seamlessly correct a wrong fund mapping of an imported mutual fund statement in MProfit!

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