Edit, select and delete transactions

Tap a transaction to change it. Swipe it or touch and hold it for quick actions. Or select many to change them all at once.

Change one

1. Tap the transaction in the list. Edit Transaction opens.
2. Change what you need. Tap to save.
3. To delete it, scroll down and tap Delete Transaction.

Quick actions

• When your bank already shows a row, swipe it to the right and tap Clear. A scheduled row shows Post instead. A row that waits for review shows Reviewed.
• Swipe a row to the left to Delete it.
• Touch and hold a row for more: Duplicate, Set Mark, Clear, Mark Reviewed, Find Match and Delete.
• Duplicate adds an exact copy to the list.

Change many at once

1. On the Transactions tab or in an account, tap Select.
2. Tap the rows you want. The bottom shows how many you picked and their total.
3. Pick an action in the bar: Category, Status, Mark or Delete.
4. Status offers Cleared, Uncleared and Mark Reviewed.
5. Tap Done to stop selecting.

If you give many rows one Category, transfers are skipped. Split rows lose their parts: the full amount goes to the new category.

Reconciled transactions

Reconciled means you checked it against your bank's balance, and it's locked.

• To change it, touch and hold the row and tap Unlock.
• If you edit a locked row, the app asks first. Save Anyway unlocks it.
• If you delete a locked row, the app also asks. Tap Delete Anyway.
• See Reconcile an account .

Good to know

• You can't undo a delete.
• If you delete a transfer, it goes away from both accounts.
• If you close the form without saving, the app asks before it throws your changes away.