Correcting Recorded Transactions
From time to time, you may notice that a transaction you categorized needs to be adjusted. There are a few reasons to edit a previously recorded transaction:
- Missing a Payee
- Forgot the Attachment
- Need to change the Category
All transactions are in the register - much like a checkbook register and each can be edited directly.
From the same page where you categorize transactions, you have an option on the right of your screen to "Go to bank register"
You can also find it in your Chart of Accounts and select "View Register"
Once you are in your Bank Register, locate the transaction that you wish to modify. When you click on the transaction, it will expand, giving you the option to edit certain fields.
Some items, like payee or category may be able to be changed from here. If not, you should click on the Edit Button in the lower right corner.
Editing the transaction will open up the larger window, allowing you to edit the payee, the category and even add your attachments.
Once you've made the adjustments needed, you will be able to save and close the transaction.
REMINDER:
If you enter your transactions before they clear the bank, everything can be added at that time. When the payment clears your bank account, it will match to the transaction, saving you time researching cleared payments.
