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Moving a Transaction to a Different Budget Item on EveryDollar.com

Erica
Updated

If a transaction was assigned to the wrong budget item, you can quickly reassign it to the correct one. This allows you to keep your budget categories accurate and ensures that your spending is tracked in the right place.

 

Moving a Transaction on EveryDollar.com

  1. Click the budget item where you just assigned the transaction.
  2. In the budget item card on the right, locate the transaction. You should see this under activity this month.
  3. Click and hold the transaction. Drag the transaction to the intended budget line item on the left where it belongs. 

We also offer another option for tracking a transaction to a different line item.

  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.

 

Next Steps

If you don't see your transaction, try to search for a transaction to make sure a transaction didn't get tracked to a different line item.