Edit Manual Transaction

Use this window to update the details of a previously added manual transaction. Edits only apply to the selected transaction—changing the category, amount, or notes won’t affect others.

General tab

Account

Displays the account where the transaction is stored. You can select a different manual account if needed.

Date

Change the transaction date if it was entered incorrectly or needs to be adjusted.

Description

Update the description to better reflect the purpose of the transaction.

Amount

Modify the amount of the transaction. You can use negative values for expenses and positive values for income, but the app will ultimately use the selected category to determine how it’s treated.

Category

You can reassign the transaction to a different category. When you click the current category, the panel slides left to display the full category hierarchy. You can only select child categories (those without subcategories). Once selected, the view automatically returns to the general properties panel, showing the selected category and its parent, if applicable. You can also search and choose to show inactive categories. If you select an inactive category, it (along with any inactive parents) will be reactivated before saving.

Notes tab

You can modify, add, or clear the notes attached to the transaction to keep additional context or explanations.

Image tab

Update or replace the image attachment, such as receipts or invoices. You can also remove the current image.

Delete Transaction

Click Delete Transaction… to permanently remove the transaction. This cannot be undone, and the transaction will no longer appear in reports or budgets.