If you need to edit /alter a wealth item, it is easy to do.
To edit a wealth item:
- Navigate to wealth
- Locate the wealth item you would like to edit and click on it
- Click on the Edit icon (the little pencil) in the top right of the wealth item
- Depending on the wealth item you have chosen, you will be able to adjust values, names, ownership, add reference notes and other information. You can also hide or delete the wealth item in this screen.
- Once you are happy with the changes you have made, click on ‘Save’
Note: Next to the Edit icon, you will notice a little ‘to do’ checklist icon. You can click on that to set up a to-do for yourself or others in relation to the wealth item you are altering.