fbpx

We are experiencing higher call volumes than normal. We appreciate your patience. | Learn more about the Core Banking System conversion.

October 19, 2023 Money Management

Edit Transactions In Money Management

You are not limited to editing the category of a transaction. Click on a transaction to open the “Transaction Details” window, where you can: 

  • Customize the payee description
  • Edit the date
  • Add tags for custom searching
  • Add a memo to remind yourself of details about the purchase
  • Flag a transaction with the flag icon to call it out in the transactions list
  • Split a transaction between multiple categories
  • Exclude a transaction from your spending reports