Delete a Transaction

Delete a Transaction

Remove a transaction you entered by mistake or no longer need. Deleting it reverses its effect on your account and envelope balances. It’s a soft delete, so the record is removed from your active balances but the action itself is never silently lost.

Steps

1. Open the transaction’s row menu, or its details, and select Delete.
2. Review the confirmation dialog, which previews the payee, date, type, and amount.
3. Select Delete Transaction to confirm.

Notes

• Deleting cannot be undone from the interface. You’ll need Editor or Admin access on the budget to delete a transaction; Viewers can’t.
• Transactions on a locked account can’t be deleted until the account is unlocked.
• Deleting a Transfer removes both linked entries together: the leg leaving the From account and the leg arriving in the To account.

Tips

• If you only need to fix a detail (the amount, envelope, or date), editing is usually the better fit than deleting and re-adding. See Edit a Transaction.
• Double-check the confirmation preview before deleting, especially for older transactions where the details might not be top of mind.

Common Mistakes

• Deleting a transaction to “start over” on a small correction. Editing preserves the transaction’s date and history; deleting and re-adding doesn’t gain you anything and risks losing the original date or memo.
• Trying to delete a transaction as a Viewer. Ask an Editor or Admin on the budget to make the change.

Next Steps

To fix rather than remove a transaction, see Edit a Transaction. For the full picture of what a transaction tracks, revisit the Transaction Overview.