Edit Fund

To edit the fund, click the blue "Edit Fund" link, the middle link on the upper left side of the expanded fund information.

The next page will allow you to edit the Name of Fund, Date of Creation, How Invested, Type of Fund, and Purpose of Fund.

When you've finished making edits to the fund, click the green "Save" button to save the changes and be brought back to the MS-9 Ledger Dashboard, or the yellow "Cancel" button to discard whichever changes had been made.

Update Values

To update the values, click the blue "Update Values" link, on the right of the links in the upper left corner of the expanded fund information.

On the next page, you can edit any of the currency values pertaining to the fund. For more information about the various fields, please see this article: MS-9 Terminology.

Clicking "Next" and "Previous" will bring you to the next fund in either direction, and "First" and "Last" will take you to the first or last fund in your ledger.

When you've finished updating the values, click the green "Save" button to save the changes and be brought back to the MS-9 Ledger Dashboard, or the yellow "Cancel" button to discard whichever changes had been made.

Delete Fund

To delete the fund, click the red "Delete Fund" link on the upper right side of the expanded fund information. Clicking this will pop up a confirmation verifying you wish to delete the fund. Click "Yes" to permanently delete the fund, or "No" to cancel the action and return to the previous interface.