Edit transactions in the Transactions section or within an account's Transactions section. Editing transactions can be done individually or in bulk.
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Transactions view
Editing layout:
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Edit a transaction:
- Tap on the transaction you want to edit to view its details.
- Update the details for the transaction. Add splits to the transaction if needed and/or add attachments.
- Tap "Save" to save the changes made to the transaction.
- Tap "Cancel" to cancel any changes made to the transaction.
Tip:
You can swipe left on a transaction and tap "More" to be shown a menu of options or tap "Delete" to delete the transaction.
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Edit multiple transactions:
- Tap "Edit" on the top right.
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- Tap each transaction you want to edit to select them. Edit all transactions using the "Mark All" option on the lower left.
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- Edit the selected transactions by tapping the "Mark" option on the lower left or delete the selected transactions by tapping
.
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- Tap "Done" on the upper right to end editing.
Tip:
To more easily locate and select transactions, perform a transaction search.