Editing transactions

Customize your transaction details to keep your financial records accurate and organized. Add notes to keep track of important information or reminders about specific purchases.

What You Can Edit

• Transaction type
• Description
• Merchant name
• Category
• Date
• Add personal notes

Step-by-Step Instructions

Finding Your Transaction

1. Go to the Spending page
2. Select the "Transactions" tab
3. Locate the transaction you want to modify
4. Click on the transaction to open its details

Making Changes

1. Click "Edit Transaction"
2. Update any of the following:
3. Type: Change the transaction classification
4. Description: Make the transaction name clearer
5. Merchant: Correct or update the vendor name
6. Category: Assign to a different spending category
7. Date: Adjust when the transaction occurred
8. Notes: Add reminders or important details
9. Click "Save Transaction" to apply your changes

Using Transaction Notes
Notes are perfect for:

• Recording purchase details
• Tracking business expenses
• Noting split payments
• Adding reimbursement reminders
• Marking special occasions
• Documenting warranty information

Tips for Better Organization

• Use consistent naming for similar transactions
• Add detailed notes for large purchases
• Update categories regularly for accurate budgeting
• Include reference numbers in notes when relevant
• Mark shared expenses clearly

Important Information

• Changes are saved immediately
• Edits affect your spending reports and budgets
• Original transaction details are preserved in your bank records
• You can edit transactions multiple times
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