How to Edit & Delete bank transactions

Watch Video

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.


Back to the top
Was this article helpful?

Related Articles

2 Comments

  1. Willie Garza on June 12, 2025 at 9:39 am

    How may I cancel or change an old expense from 1 category and add to other category after reconciliation?

    • Traci Hahn on June 12, 2025 at 10:54 am

      Hi Willie,

      To change the category in a transaction (even after it’s been reconciled):
      -Click Banking in the sidebar
      -Click the Actions dropdown to the right of the bank account and choose View Register.
      -Click Details to the right of the transaction
      -Click the Category dropdown and select the category
      -Click Save & Close

Leave a Comment





This site uses Akismet to reduce spam. Learn how your comment data is processed.

Need Support?

Can't find the answer you're looking for?
Contact Support