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How to Delete a Transaction

Need to remove an incorrect transaction from your cap table? You can quickly delete any transaction through your transaction log.

  1. Go to Ownership from the main menu and select Transactions log from the dropdown

  2. Find the transaction you want to delete and click the three dots on the right side

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  1. Select Delete transaction from the dropdown menu

  2. Confirm that you want to delete the transaction

Pro tip: You can also delete transactions by going to OwnershipCap tableShareholders, clicking on the shareholder's name, and using the three dots next to any transaction in their Transaction history section.

Important: Some transactions like Share Splits and Share Conversions aren't editable, so you'll need to delete them entirely and re-add them if corrections are needed.