Editing and Deleting Transactions on Mobile

Once you have transactions in your register (whether they were imported or you've entered them yourself), you're not stuck with them—you can edit or delete them to make sure they always match what's going on at the bank!

In This Article


How to Edit Transactions

Tap on a transaction to bring up the Edit screen.

You can then tap on any field to edit it: Payee, Category, Account, Date, or Repeat. Yes, you can change the account the transaction is in, from right there in the transaction!

You can also select the transaction and approve, categorize, delete, clear or unclear, match, or move the transaction to another account, without even opening the Edit screen! Just select the transaction, and choose the needed option along the bottom. You can edit multiple transactions at once, too!


How to Duplicate Transactions

Ever wished you could duplicate your daily coffee or transit transaction for fast and easy entry? To do just that, select a transaction, choose the Duplicate option in the Edit menu, and then adjust the date as necessary:

You can also duplicate multiple transactions, just make sure the ones you wish to duplicate are selected and then adjust the date as necessary:


How to Delete Transactions

To delete a transaction, tap it, and then tap Delete Transaction in the Edit screen. 

If you're using an iPhone, you can just swipe the transaction to the left:

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

If you accidentally delete a transaction and realize you need it back, you can enter it again.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us