Void transactions

Voiding a transaction can be done by setting the transaction's status to "Voided". Void transactions by editing them in the Transactions section or within an account's Transactions section. View and edit transactions in either the table list view or the calendar view.

Void a transaction (List view):

  1. Select the transaction you want to void. If transactions are locked for editing, click "Edit" or press Command-E to begin editing the transaction.
  2. Change the status for the transaction to "Voided".
  3. Save the transaction by pressing Command-E, by pressing Return, or by clicking "Save".
  • Click "Cancel" or press Escape (Esc) to cancel any changes made to the transaction.

Void a transaction (Calendar view):

  1. Double click on the transaction you want to void. You can also select it and press Command-e or press Return or press the spacebar to show the popover.
  2. Change the status for the transaction to "Voided".
  3. Save the transaction by pressing Command-E, by pressing Return, or by clicking elsewhere.
  • Press Escape (Esc) to cancel any changes made to the transaction.

Note Note: Voided transactions will still show their amounts, but their amounts will not be included in account balances, investment holdings, report totals, or budget totals.