Editing or deleting entries
Every cost and payout row in the Financials ledger (and in the Financial history card on Account detail pages) has two icons on hover:
- Pencil — opens the entry in the same popup you used to create it, with all fields pre-filled. Make changes and click Save changes.
- Trash — opens a delete confirmation. Click confirm to remove the entry.
Deletes are immediate but don’t cascade — removing a payout only removes that payout row. Account balances on Account detail pages come from your broker, not from your payout entries, so deleting a payout doesn’t change the balance shown.
Edit dirty-check
The Save changes button stays disabled until you actually change a field. If you open an entry to look at it and close without changing anything, no network call happens.
Bulk operations
There’s no bulk edit or bulk delete in the ledger. Each entry is one operation at a time. If you need to clean up many entries at once, contact support.