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Edit bank transactions

Banking > Accounts > Select account

 

To edit bank transactions in bulk:

  1. Click on “Banking.”

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  2. Click on “Accounts.”

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  3. Click on the corresponding account.

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  4. Click on the three dots on the transaction line to access the menu.


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  5. Then click on “Edit transaction.”

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  6. Make the necessary changes.

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  7. Change the transaction type if needed.

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  8. Once the modifications are complete, click “Confirm.”
    To edit transactions in bulk:

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To edit transactions in bulk:

  1. Select the transactions you want to edit.

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  2. Click on the pencil icon.

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  3. Make the necessary changes.

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  4. Once the modifications are complete, click “Confirm.”

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To learn more about how to reconcile a bank transaction, refer to the article “How to Perform a Reconciliation with AI?”