How to Edit or Delete Transactions

Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial! 

Step 1: Tap on 'Transactions' located at the bottom of the screen.

Step 2: Use the dropdown arrow to select 'All Purposes' at the top of your screen. 

Step 3: Look for the transaction you want to delete or edit, by scrolling through the list. When you have found it, tap on it.

Step 4: To edit the info, tap the information you want to make changes to! For example, if you want to change the amount of the transaction, tap the amount. To change the date, tap the date.

Step 5: Select  'Save', at the bottom of your screen, to save your changes. 

Step 6: If you wish to delete the transaction, tap 'Delete' in the top right corner. 

Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial! 

Step 1: From the Web Dashboard, click on 'Transactions'.

Step 2: Look for the transaction you want to delete or edit, by scrolling through the list. When you have found it, click 'Edit'.

Step 3: To edit the info, click the information you want to make changes! For example, if you want to change the amount of the transaction, tap the amount. To change the date, tap the date.
Step 4: Click 'Save' in the top right corner of your screen.

Step 5: If you wish to delete the transaction, click the 'trashcan' in the top right corner and your transaction will be deleted.