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Editing and Recategorizing Transactions

Editing and Recategorizing Transactions

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Written by Alper
Updated over a month ago

If you need to change a transaction's category or update its details, here's how:

  1. Click Transactions from the left menu

  2. Scroll down to browse your transactions

  3. Use the filters to switch between expense and income transactions

  4. Find the transaction you want to edit

  5. Click the edit icon on the far right of the transaction row

  6. Update the description, amount, or category as needed

  7. Click Save to confirm your changes, or click X to cancel.

Deleting Transactions
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If you want to remove a transaction entirely, select it and click delete. You can delete one or multiple transactions at a time.

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