Moving a Transaction to a Different Budget Item

If a tracked transaction needs to be moved to a different budget item, follow the steps below.

You can quickly reassign that transaction to a different budget item by clicking the item, then dragging the transaction to the correct item.

Web Version:

1. Click the budget item where you just assigned the transaction.

2. In the budget item card on the right, locate the transaction. 

3. Click and hold the transaction. Drag the transaction to the intended budget item on the left where it belongs. 

All set! 

Another option would be to visit the "Tracked" section of the "Transactions" queue. 

1. Click on the transaction in question. A pop-up tile will appear.
2. Click the gray "X" listed next to the selected budget item name.
3. From the Choose Budget Item(s) dropdown, select the correct budget item.
4. Click the Save Changes button.