Edit a Transaction

Edit a Transaction

Fix a typo, correct an amount, or reassign an envelope: editing a transaction updates your account and envelope balances immediately, since both are always calculated from your transaction history rather than stored separately.

Steps

1. On the Transactions page, open the transaction’s row menu (or its details) and select Edit.
2. Change any of: Transaction Type, Date, Payee/Note, Account, Envelope (hidden for transfers), Amount, or the linked Transfer Account.
3. Check the Financial Impact panel, which shows the account’s (and, where relevant, the envelope’s) balance before your edit, the change, and the balance after.
4. Select Save.

Notes

• If the account has transaction locking turned on, editing is disabled and you’ll see a lock notice instead of the form. Unlock the account first if you need to make a change.
• Editing a Transfer updates both linked entries (the one leaving the From account and the one arriving in the To account) together, so they always stay in sync. See Transfer Between Accounts.

Tips

• Need a similar transaction rather than a correction? Open the transaction’s details and use Duplicate to pre-fill a new Add Transaction form with the same type, account, envelope, amount, and memo.
• If a balance looks wrong, look for the transaction causing the difference rather than trying to adjust an account or envelope balance directly, since neither can be edited on its own.

Common Mistakes

• Expecting to edit a locked account’s transactions. Unlock the account first, then make your edit.
• Editing the amount without checking the Financial Impact panel. A quick glance confirms the change lands where you expect before you save.

Next Steps

If you need to remove a transaction entirely instead, see Delete a Transaction.