How do I edit or delete a transaction?
Tap a transaction in the Transactions tab, then tap Edit or Delete.
This needs an account. Sign in to the app first.
Steps
- Open Budget & Cashflow and tap the Transactions tab. If the transaction is in another month, use the arrows beside the month name.
- Tap the transaction. Two buttons open: Edit and Delete.
- To change it, tap Edit, change the details and tap Update Transaction.
- To remove it, tap Delete and confirm. SOS asks once, and there is no Undo.
- You can also change a transaction from the Table tab by tapping its row. The Table tab has no delete button.
Good to know
A deleted transaction is gone from your account. If you removed one by mistake, add it again with + Income or + Expense.
Editing or deleting a transaction does not change a recurring template. Deleting a template does not remove transactions you already added.
Your totals update when you save or delete.
If a change does not save
SOS shows a message when a save or a delete fails, for example when you are offline. Your entries stay in the form, so you can try again when you are back online.