Editing and deleting

Tap any transaction — on Home or in your transactions list — to open its details.

A transaction’s details, and how it reached the app.

What you see

The amount, merchant, category and date, the account it landed in, and how it got there (a bank message, or you). If it came from a message, Original Message is there so you can compare.

Editing

Tap Edit Transaction, change what you need, and save. Anything you change flows into your balances and budgets right away.

You can also:

• Add a note.
• Add tags, to group transactions that don’t share a category.
• Attach a receipt image.
• Turn off Include in budget when the spending isn’t really yours.

Note

Changing a category counts in your insights immediately, past months included.

Duplicating

Duplicate Transaction copies the details into a new one. Handy for things that repeat often but don’t deserve a recurring payment.

Deleting

Delete Transaction removes it for good — there’s no undo. Your balance adjusts straight after.

Caution

Cash credited automatically after a withdrawal goes away with the withdrawal itself when you delete it.

Tips

• Rather than deleting a transaction that came through wrong, edit it and report it — that improves future readings too. See Reporting a wrong transaction.
• Tags are useful for things no category covers, like a trip or an occasion.

Common problems

I changed the amount and the balance didn’t move — give it a few seconds; it’s worked out on our side.

I can’t find a transaction — use search and filters in Search and filters. If it’s older than the free history window, it’ll be blurred.