Transactions can be edited directly in the EveryDollar mobile app. The steps below provide additional guidance for completing this process.
Steps to Edit Transactions
- Tap on the transaction in question. This may be located in the "Transactions" tab or on the Budget Item where you have tracked the transaction.
- Tap on the transaction you want to edit.
- Make the changes (amount, date, merchant, etc.), then tap Done in the top right corner.
You can edit multiple elements such as the merchant name, the amount, the date, the check number, and the Budget Item it's assigned to.
Next Steps
Try to edit a few transactions to help make sure that your budget has the correct information. This can be helpful to do around the end of the month to make sure your transactions are in the correct month.