Managing Transactions

As soon as you click on the transaction in the Workspace, you can edit its content in the Detail View on the right. To edit multiple transactions simultaneously, hold the Cmd key and select several entries; then, make adjustments in the Detail View.

Clicking on the lightning icon in the Item Editor allows you to see and select the most popular categories, top payees, and recently added transactions.

Deleting a transaction
  1. Select the transaction you want to delete in the Workspace.
  2. Click Backspace or right-click on its name or go to Action, and select Remove Transaction.
Moving a transaction to another account
  1. Select the transaction in the Workspace.
  2. Drag it onto the appropriate account icon in the Library.