How to Edit & Delete bank transactions

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There may be times when you need to update, correct, or delete a previously recorded transaction in MoneyMinder. To make edits to bank transactions that haven’t been reconciled yet.

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• Edit or Delete individual transactions
• Bulk Delete transactions from a bank register

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Edit & Delete individual transactions

Click the Banking icon on the sidebar.

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Click the Actions dropdown to the right of the bank account.

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Choose View Register from the dropdown.

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Click the Details button to the right of the transaction that needs to be edited.

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Make desired changes.

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Click Save & Close. To delete the transaction, click the red Delete button.

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Bulk Delete transactions from a bank register

To bulk delete transactions, navigate to the bank register and toggle on Bulk Delete.

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Select the transactions to be deleted. (Note: only transactions that are not reconciled can be deleted)

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Click Delete selected transactions at the bottom of the page.

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Note: After being deleted, imported transactions will reappear on the import page, where they can be reimported or hidden.

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To make edits to transactions that have been reconciled click here.

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