Editing a Ledger

This documentation (v2.x.x) will be removed on 02/20/2026. Go to the latest version.

On the Ledgers page, locate the Ledger you want to view or update. Click the three dots () in the Actions column and select Details (Figure 1).

A sidebar will open where you can edit the details of the Ledger, such as the name and metadata (Figure 2).

Creating a new Ledger

Deleting a Ledger

⌘I

Introduction

Managing Organizations

Managing Ledgers

Managing Assets

Managing Accounts

Managing Segments

Managing Portfolios

Managing Transactions

Editing a Ledger