Edit transactions
Description

You can edit both Draft and Completed transactions. 

Cause
Resolution

How to edit a transaction

  1. Go to Transactions and select either Draft or Completed to locate the transaction.
  2. Select the transaction, then select Edit.
  3. You can edit the amount, payment source, date and description.
  4. Select Next to change the transaction split or category.
  5. Select Next to review the transaction summary and Save.

NOTE:

You can't edit the amount or payment source of a transaction if it's imported through a bank feed. You can delete the transaction and enter it manually.


 

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