edit or delete a transaction

find the transaction

Start from any of these:

• On the overview tab, tap the day on the calendar. Scroll down to that day’s list and tap the transaction.
• On the overview tab, tap the money in and money out totals under the calendar. In money in/out, tap the transaction. Transfers are not in this list.
• On the envelopes tab, tap the envelope, then tap the transaction in its list.

The transaction opens in transaction details.

edit a transaction

1. Find the transaction and open transaction details.
2. Tap edit.
3. Change the amount, the envelope, the date or the note.
4. Tap update transaction.

You’ll see transaction updated.

The amount starts filled in, and new digits go on the end of it. To type a new amount, first tap ⌫ until it shows zero.

An expense can become income, and income can become an expense. A transfer stays a transfer. The date can be any day from the start of your current budget until today.

delete a transaction

1. Find the transaction and open transaction details.
2. Tap delete.
3. Tap delete transaction to confirm.

The envelope’s balance changes to leave the transaction out. You can’t undo this.

transactions that open differently

• An upcoming bill opens ready to record. See confirm an upcoming bill.
• A stuffing shows its details, with no edit or delete. Stuffings are only in an envelope’s own list.