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How to edit a buy for shares, cryptos and other assets
How to edit a buy for shares, cryptos and other assets

Learn how to edit buy transactions for shares, cryptos, and other assets in TaxTank to maintain precise investment records.

Updated over a week ago

If you make a mistake you can delete or edit any of the information quickly and easily. Just scroll or search to find the ticker you need to fix, and then select the blue triangle to see all BUY for this ticker. Simply find the BUY you with the error, and from the right hand side select the 3 dots, and then either 'Delete' to remove the trader or 'Edit' which will open a popup.

Make any changes you need to make to any of the fields in the pop-up, or attach a new document, and then select the 'Save' button.

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