how do i edit a transaction that was downloaded from bank? Or, if I need to delete it, how do I manually add a transaction? The only options I'm given are to import


Hi there, ccwhittington,

I'd be glad to help you with your concern for today.

Right now, there isn't an option to delete the transactions downloaded from your bank. However, you can exclude these items if you don't want to include them in your account. You can also edit the description, type, and category, but not the amount.

Here's how:

  1. Go to the Transactions tab.
  2. Select the transaction by checking the box beside the Date column.
  3. Click the Exclude button at the top.
  4. Click the Type drop-down menu to see the excluded transaction. 

To manually add a transaction, follow the steps listed below:

  1. Go to the Transactions tab.
  2. Click Add transaction.
  3. Enter the Date, Transaction (Description), Amount, and Category.
  4. Click Save.

Please see the attached screenshots for your guidance.

For additional information, you can read through this article: Exclude or delete transactions.

By following the steps above, you'll be able to exclude, add and edit the transactions.

Drop me a line if there's anything I can help you with concerning bank transactions. I'm always around whenever you need my help.

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