Budget Help

  1. Key Concepts
  2. Getting Started
  3. Work with Accounts
  4. Work with Envelopes
  5. Work with Income
  6. Record Transactions
  7. Work with Transactions
  8. Calendar
  9. Investments
  10. Calculators
  11. Import/Export/Sync
  12. Reports/Statistics
  13. Preferences
 See Also:
Entering Data for Transactions
Reminders: Repeating Transactions
Setup Check Printing

Editing a Transaction

You can edit transactions to change information in any field. To edit a transaction select it in a HISTORY window by clicking it once. Then use the Transactions > Edit... menu command. You can also double click the transaction to show the transaction's details and then click the EDIT button. This will bring up the transaction window for the transaction being edited. That is, if you are editing a deposit you will see the transaction information displayed in the deposit window. However, the RECORD button has been changed to a SAVE button.

You can also change a transaction's envelope or account. To change the account use the pull down menu in the window's account box (upper left). To change the envelope use the pull down menu in the window's envelope box (upper right). Click the SAVE button when done.

Note: You can not edit the checkbook history log records.

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