If you need to edit a wealth item, it is easy to do.
To edit a Wealth item:
1. From your Dashboard, within the Net Worth area click 'View all'.
2. From the Net worth area, change the 'Category View' filter to 'List View'.
3. Locate and click on the item you want to edit.
4. The wealth item opens. By default the 'Details' of the Wealth item are shown. Click 'Edit'.
5. Depending on the item selected, data fields may vary. Adjust information such as values, names, ownership, add reference notes and more. Make your changes, then click 'Save'.
6. All changes are saved and are reflected within the 'Details' area of the Wealth item.