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- How to Edit & Delete bank transactions
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- Knowledge Base
- Banking
- Account integration / Importing transactions
- How to Edit & Delete bank transactions
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.
Edit & Delete individual transactions
Click the Banking icon on the sidebar.
Click the Actions dropdown to the right of the bank account.
Choose View Register from the dropdown.
Click the Details button to the right of the transaction that needs to be edited.
Make desired changes.
Click Save & Close. To delete the transaction, click the red Delete button.
Bulk Delete transactions from a bank register
To bulk delete transactions, navigate to the bank register and toggle on Bulk Delete.
Select the transactions to be deleted. (Note: only transactions that are not reconciled can be deleted)
Click Delete selected transactions at the bottom of the page.
Note: After being deleted, imported transactions will reappear on the import page, where they can be reimported or hidden.
To make edits to transactions that have been reconciled click here.
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