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How to Delete a Transaction

Amy
Updated

Sometimes it may be necessary to delete or remove a single transaction that was created or imported from the bank. 

 

To delete from EveryDollar.com:

  1. Navigate to the Transactions tab in the top-right corner of the Budget page.
  2. Below Transactions, you will see New, Tracked, Deleted, and Pending.
  3. Find your transaction listed below the appropriate section and hover the mouse over the transaction in question.
  4. The right side of the line will reveal a small trash can icon.
  5. Click the trash can icon and confirm deletion.

Or:

  1. On a budget item or in the same list, find the transaction in question and click it to reveal a pop-up filled with transaction details.
  2. Ensure the transaction is not tracked to any budget items by selecting the red circle.
  3. Once confirmed, click the red Delete in the bottom-left corner of the pop-up.

 

To delete from the EveryDollar Mobile App:

  1. From the blue coin bubble, tap on the transaction in question.
  2. Scroll to the bottom to reveal "Delete" in red.
  3. Tap on Delete and tap "Yes, Delete".

Or:

  1. From the Transactions tab, find the transaction in question.
  2. Swipe left on the transaction to reveal "Delete" in red.
  3. Tap on Delete and tap "Yes, Delete".

Next Steps

If you need to delete multiple transactions, check out the articles below. 

How to Delete Multiple Transactions on EveryDollar.com
How to Delete Multiple Transactions on EveryDollar Mobile