Modify a transaction

To modify the transaction, follow next steps:

  1. Click on the Transactions tab: Transactions tab
  2. Select and click on the transaction that you want to modify (see also Filter transactions): Open a transaction
  3. Modify the transaction fields.

    If you want to change the type of transaction, select the type and fill the necessary fields (see how to create a Transfer, an Income and an Expense transactions for more details).

  4. Click the Apply button to save the modifications and close the transaction dialog.

Note: Be careful by modifying investment transactions – it will change your investment portfolio! We strongly recommend use the Investments tab for modifying investment transaction, see Modify an investment transaction.