Fixing Import Errors

Sometimes an import doesn’t get everything perfect. A ticker symbol might be misread, or a transaction amount could be slightly off. Here’s how to fix things up.

Fixing holdings

1. Go to the account that has the issue.
2. Tap the holding that needs correcting.
3. Tap Edit to update the details.
4. If a holding shouldn’t be there at all, delete it.
5. If a holding is missing, add it manually.

Fixing transactions

1. Go to the account and open the Transactions tab.
2. Find the transaction that needs fixing.
3. Tap it to edit the details, or delete it if it shouldn’t be there.

After you make changes

Your portfolio values will update automatically once you save your corrections. No need to re-import anything.

Still need help? Reach out at support@usegreenline.com.