Debit & Credit User Guide

Editing Transactions

How to Edit Transactions in macOS

To edit a transaction in macOS, simply double click it. You will be presented with the same transaction form that you used to create it. Alternatively, you can right click a transaction and select "Edit" from the menu. You can also use the hot key for this action: ⌘ + E.

You can edit multiple transactions at once in the same manner. All you need to do is to select required transactions, right click one of them and select "Edit".

If you all you need is to change account for one or more transactions, you can drag and drop them into a new account to make this change.

How to Edit Transactions in iOS

To edit a transaction in iOS, tap a transaction and select "Edit". Alternatively, you can tap and hold on a transaction to edit it.

If you want to edit multiple transactions at once, tap on any of the transactions you want to edit, select 'Select Multiple…', then select other transactions and tap on 'Edit' at the bottom of the screen.

Changing Transaction Type

You can change transaction type from expense to income and vice versa, however, you can't change transaction type to/from transfer.

Related topics: general information about transactions, creating transactions, deleting transactions.