Edit the details of a transaction

Typos are inevitable. So, how can you change the name or details of your transaction once you've created the transaction? You can do it quickly and easily right from the Transaction Index screen! 

  1. Click on the three dots in the top right corner of the transaction card
  2. Click "Edit"
  3. Make your changes 
  4. Click "Save"

Still need help? Contact Us Contact Us