Editing and Deleting Transactions

After transactions have imported or you've entered them, you're not stuck with them—if they're not accurate, you can edit or delete them.

Just remember to get them to reconcile with what's really going on at the bank!

In This Article


How to Edit Transactions

  1. Click on a transaction once to select it.
  2. Click again to start editing.
  3. You can then click on any field in the transaction to edit it: Date, Payee, Category, Memo, Outflow, or Inflow.
  4. Click the Save button once you've finished editing.

How to Duplicate Transactions

  1. Click on a transaction once to select it.
  2. Click the Edit menu at the top of the register.
  3. Select the Duplicate option from the drop-down menu and then adjust the date as necessary.

How to Delete Transactions

  1. Click on a transaction once to select it.
  2. Click the Edit menu at the top of the register.
  3. Select the Delete option from the drop-down menu.

Or, use the Keyboard Shortcut! Click on the transaction, then tap the Delete or Backspace key on the keyboard.

What does deleting transactions do?

When you delete a transaction, it's gone, like it never existed. It no longer affects your account balance or the budget.

You can undo, though—if you delete a transaction and realize you want to keep it, click the Undo button. Please note, though, that it will only work before you refresh your browser or log out.

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