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Copy a transaction

Start a new transaction from an existing one, to record something you repeat.

Show steps for

Copying opens a new transaction already filled in with the details of an existing one, so you only change what differs. The original stays as it is.

Before you start

You need an existing transaction to copy.

Steps

Web

The Transactions screen of the web app, with the list of transactions and the button to open a transaction’s menu. 1: Find the transaction and open its three-dot menu.The Transactions screen of the web app, with the list of transactions and the button to open a transaction’s menu. 1: Find the transaction and open its three-dot menu.
  1. Select Transactions in the menu.
  2. Find the transaction Marker 1 and open its three-dot menu.
  3. Select Clone. The form opens with the same details, and the date set to today.
  4. Change what differs, such as the amount.
  5. Select Save.

Mobile

The transaction detail screen of the mobile app, with the transaction’s details and the Edit, Clone and Delete buttons at the bottom.The transaction detail screen of the mobile app, with the transaction’s details and the Edit, Clone and Delete buttons at the bottom.
  1. Tap Transactions, then tap the transaction.
  2. Tap Clone. The form opens with the same details.
  3. Change what differs, such as the amount.
  4. Tap Save.

What you see

A new transaction is saved, and the original is unchanged.

Record an expense, Edit or delete a transaction.