Editing Funds


You can make changes to Funds lists that you have already created. 

To fix a typo or error, you can edit a fund’s name, number, or color at anytime.

  1. Click on the gear icon and select “Funds.”
  2. Click on the fund’s name to enable editing on any aspect of the fund.
  3. Change the name, number, or color of the fund.
  4. Click the “Save” button on the right side of the page.