Edit bank transfers

Summary

How to edit a bank transfers in Sage Accounting.

Description

When you edit a bank transfer, we update the balance of both affected bank accounts.

If you've reconciled the bank transfer in either bank account, you can't edit it. Reverse the transaction instead. Reverse a bank transfer or cash deposit.

Resolution

Edit a bank transfer

  1. Go to Banking and open the relevant bank account.
  2. Locate the transfer in the Activity tab.

    TIP:

    Use the From and To boxes to enter a date range. Select More, and change the Type to Bank Transfer.  

  3. Select Actions, then View/ Edit.
  4. Make the required changes and select Save.

Related Solutions

Solution Properties

Solution ID
222001000100780
Last Modified Date
Thu Oct 01 15:11:21 UTC 2026
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