Edit collective transactions

Portfolio Service Collective Transactions" module

The transactions are listed in the table at the bottom of the "Enter collective transactions" evaluation window. Before you have started a calculation via the "Calculate" button, you can see the collective transactions carried out so far (category "Collective entry") and any transactions imported via (category "").

After you have carried out the first calculation, the calculated transactions are displayed on a new "Income" or "Orders" tab (the name depends on the selected collective transaction type). You can now find the older, already recorded transactions on the "History" tab.