Edit a completed transfer

Summary

What to do if you can't edit the category of a completed transaction in Sage Sole Trader.

Description

Sage Sole Trader automatically assigns the Bank, credit card or cash transfer category to transfers. 

Currently, once you've saved a completed transfer type transaction, you can't edit that category type.

If you, or auto-categorisation create a transfer in error, delete it and recreate the correct transaction. You can't change the category after saving.

 

Solution Properties

Solution ID
260520082036247
Last Modified Date
Wed May 20 09:03:19 UTC 2026
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