How do I edit my transactions?

When you edit a transaction, you can make changes to the transaction date, name, and category. You can also split the transaction, add a tag, add notes, and mark the transaction as a duplicate. 

To edit a single transaction, please follow the steps below:

  1. Click the Transactions tab in the top menu bar.
  2. Select the transaction you would like to edit, and click Edit Details
  3. Make the changes you would like and click I'm done

To edit multiple transactions, please follow the steps below:

  1. Check off the checkbox next to all the transactions that you want to change
  2. Click Edit Multiple, which will bring up a popup box.
  3. Make the changes you would like and click I'm done