How to Override Book Value
If a book value is not accurate on the Holdings page for one of your positions:
1. Navigate to the "Holdings" section,
2. Click on the position to expand the detailed information,
3. Click the "Accounts" tab in the detailed information menu,
4. Hover over the Book Value to show the pencil icon
5. Click on it to open the pop-up
6. Enter the book value to override
Related Articles
Budget Wizard Guide
Google Sheets Using Formulas with Automatic Updates Enabled
Guide to Setting Up Transaction Rules on Wealthica
How can I cancel my Wealthscope subscription?
How can I track crypto assets?
How do I change my Wealthica email address?
How do I delete the connected institution?
How do I find my Wise Token?
How do I ignore the account inside the institution?
How to Add Notes to Manual Assets/Liabilities
How to Add a 2nd Questrade Account
How to Add a 2nd Wealthsimple Account
How to Adjust Historic Fair Market Value of a Manual Asset
How to Archive an Account
How to Connect IB / Interactive Brokers and Configure the Flex Report
How to Connect a Computershare Employee Online Account
How to Delete Historical Data
How to Disable Private Mode
How to Find Your Questwealth Account Number
How to Fix Errors in Dashboard Graph with Wealthica History Power-up
How to Fix Misidentified Securities
How to Fix Norbert's Gambit Transaction Error
How to Hide, Ignore or Remove Duplicate Accounts
How to Manage Subscriptions
How to Remove Institutions
How to Select Transactions in Bulk
How to Share Read-Only Access
How to Update Manual Investment Value?
How to Use a Promo Code?
How to add stocks manually in Wealthica?
How to cancel your Wealthica subscription?
How to change the default currency in Wealthica?
How to connect 2 Wealthica accounts?
How to connect an institution in Wealthica?
How to connect my CoinTracking account to Wealthica?
How to delete all history of a previously deleted financial institution?
How to delete my account?
How to enable app-based 2FA (2 Factor Authentication)?
How to fix institution credentials?
How to fix spikes and sharp drops in your Net Worth chart or edit account historical value?
How to import missing transactions manually in Wealthica?
How to turn on dark mode on Wealthica mobile app?
I lost my Wealthica password. How can I change it?
I subscribed through App Store/Play Store. How can I request a refund?
My connector is having sync issues. Where can I track the status?