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Edit or delete a transaction

Correct a transaction that has a mistake, or remove one you don’t want.

Show steps for

Edit a transaction to fix its amount, category or date. Delete it when it should not be there at all. The wallet’s balance follows either change.

Before you start

You can edit or delete a transaction only in a wallet where you have the access to do it. To delete a transfer, you need that access in both of its wallets.

Steps

Web

The Transactions screen of the web app, with a transaction in the list and its three-dot menu button. 1: Find the transaction and open its three-dot menu.The Transactions screen of the web app, with a transaction in the list and its three-dot menu button. 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 Edit, change what is wrong, then select Save. Or select Delete to remove it.

Mobile

The transaction detail screen of the mobile app, with the Edit button at the top right and the Edit, Clone and Delete buttons at the bottom. 2: Tap Edit, change what is wrong, then tap Save.The transaction detail screen of the mobile app, with the Edit button at the top right and the Edit, Clone and Delete buttons at the bottom. 2: Tap Edit, change what is wrong, then tap Save.
  1. Tap Transactions, then tap the transaction.
  2. Tap Edit Marker 2, change what is wrong, then tap Save.
  3. Or tap Delete, then tap Delete again to confirm.

Tip

The web app deletes the transaction at once, without asking you to confirm, so check the row before you select Delete.

What you see

An edited transaction shows its new details. A deleted transaction leaves the list. In both cases the balance of the wallet, or of both wallets for a transfer, is updated.

Copy a transaction, Find and filter transactions.