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How to Move a Transaction from One Position (Account) to Another
How to Move a Transaction from One Position (Account) to Another

This article will walk through the process of moving any transaction types from one account to another within a project/capital raise.

Tycarrian Godfrey avatar
Written by Tycarrian Godfrey
Updated over a week ago

The Move Transaction feature only moves transactions from one position to another position within a project, no units/funds will be transacted.

Before starting the process of moving transactions, there must be a pre-existing position within the associated project. If needed, this article instructs through how to create a position.

Video Walkthrough:

Step by Step Instructions:

Step 1. Navigate to the appropriate project.

Step 2. Select the Positions tab.

Step 3. Select to highlight the transaction you’re looking to move and click "Move Transaction" from the right-hand menu.

Step 4. Choose the Account to move the transactions to, and confirm by clicking "Move Transaction"

Please note that if you do not see the appropriate Account listed to transfer the transaction to, then there is no existing position for that Account within the project, and needs to be created first.

Related Articles:

Adding a Position or Investing Entity to an existing Project (VIDEO)
How to Transfer Ownership of Funds/Investment (Position to Position)

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