How do I correct a transaction?
Update its category, merchant, date, notes, tags or connection to a goal.
Guide based on the current Rank beta
Opening a transaction displays a detail panel. From there, you can correct how it is organized without changing other transactions.
How to do it
- 1Select the transaction in the list.
- 2Change the information you need in the detail panel.
- 3Review the category and type before saving.
- 4Close the panel and confirm the result in the list or in Reports.
Keep in mind
- Changing the category may modify the budget and reports for that period.
- Tags help group transactions without replacing their category.
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