Edit money out transactions
Description
Cause
Resolution

What you need to know

If you imported the transaction from a bank feed or bank statement, it may no longer match your real bank account once edited.

If you've included the Money Out transaction on a bank reconciliation you can still edit it.

Read more about Editing reconciled transactions >

If you've included the Money Out transaction on a submitted VAT return you won't be able to edit it. You'll need to reverse the transaction instead.

Read more about Correcting transactions included on a VAT return >


Edit money out

  1. From Banking, open the relevant bank account.
  2. From the Activity tab, open the transaction to edit.
  3. Change the details as required and Save your changes.

Edit a recurring money out transaction

Edit the most recent transaction. Identify this by the recurring symbol .

  1. From Banking, open the bank account used for the original payment.
  2. From the Activity tab, open the most recent transaction.
  3. Edit the payment and select Save.

The next transaction has updated details on the next repeat date. Previous recurring payments remain the same.

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