Transactions › Edit Transaction

Edit Transaction

Editing transaction from .

Transaction
Date the transaction cleared / posted. Defaults to Trans Date.
Accounts
Account being charged / debited / paying out.
Merchant for charges; destination account for transfers. ✓ Category & purpose auto-filled from merchant.
Classification
Details

Verified — manually confirmed this transaction matches your statement.
Voided — kept for reference but excluded from totals and reports.

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