How do I add and remove holdings?
To add or remove holdings from an other asset or liability, find the account on the Financial Summary. Select Edit from the Go To dropdown menu for the account. Use the Edit Other Assets or Liabilities page to add or remove holdings for the asset.
When adding a holding, you can enter such details as the ticker symbol, quantity and cost basis. By adding the ticker symbol, you can enable automatic updates of market values.
To remove a holding, simply clear the fields for the holding that you want to remove.
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