Transactions Introduction

Control of a Transaction

Transactions are either controlled by you manually or controlled by an App.

Deleting or Disregarding a Transaction

• You may delete or disregard a transaction that is controlled by you.
• You may disregard a transaction controlled by an App.

In both cases, the transaction not longer affects the account or asset performance.

Reference Table

	Transaction Controlled by You	Transaction Controlled by an App
Icon
Deletion Allowed	Yes	No
Disregard Allowed	Yes	Yes

Duplicating a Transaction

You may duplicate an existing transaction.

Updating your Portfolio

• To optimize performance, AssetView bundles transaction updates.
• After you add or edit a transaction(s), AssetView will prompt you to, when you wish, “Calculate.” The Calculate function updates your portfolio to reflect the impact of all new or edited transactions.
• Please see Computations for more information on calculation processes in AssetView.