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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 3 weeks ago

If you make a mistake you can delete or edit any of the information quickly and easily for your crypto or share trades in TaxTank.

How to edit a buy for Shares, Crypto, and Other Assets

  1. Go to the Trades tab.

  2. Find the ticker you want to fix by scrolling or using the search.

  3. Find the trade with the mistake:

    • To edit details like quantity or price, click the pencil icon.

    • If the ticker itself is wrong, you must delete the trade by clicking the bin icon and then create a new trade with the correct ticker.

  4. 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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