Duplicate a Transaction

In Fairways Fx, you can duplicate or copy a transaction, i.e. creating a transaction reusing another transaction characteristics to save time, for example.

 

Navigate to Portfolio
  1. Log in to your Fairways Fx account, e.g. https://login.financeactive.com/login.
  2. Select an account.

FairwaysFx_EN.png

  1. Navigate to Portfolio.

Dashboard_EN.png

Duplicate a Transaction
  1. Open a transaction.

Portfolio_EN.png

  1. Click Actions > Edit > Duplicate.

Portfolio_Transaction_Action_Edit_EN.png

The new transaction form displays with copied data.

  1. Edit the reference and UTI of the new transaction, and other details, if relevant.
  2. Click OK to duplicate the transaction.

Transaction_Create_EN.png

The new transaction displays.

Transaction_Created_EN.png

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