You can edit the merchant name, category, date, notes, and tags fields on a transaction. You can also split, hide, mark for review, or delete a transaction and upload attachments.
To do this, click on any transaction to expand it.
You have two options if you need to edit multiple transactions at a time:
- You can edit multiple transactions at once. Select “edit multiple,” and select the checkboxes for all the transactions you'd like to edit in the same way!
- You can also create a Transaction Rule. For instance, if you'd like to re-categorize all your Nordstrom transactions from the Shopping category to Clothing, you can do so from the Customize Rules page. Whenever you edit a transaction, you will get a popup that invites you to save your action as a custom rule. You can review your custom rules here.
To hide a transaction, expand the transaction toggle the Hide option. Hiding a transaction will remove it from your Budget calculations, as well as from the Spending trends on the Cash Flow page. However, it will continue to appear in your Transaction list and the Transaction search.