Sometimes you may need to untrack a transaction, removing it from a budget item so it returns to your “New” transactions list. This can be helpful if you accidentally tracked it to the wrong budget item or want to decide later where it belongs.
Transactions will appear in the New tab in the web version of EveryDollar (or in the Transactions tab marked as untracked on mobile).
Untracking a Transaction on EveryDollar.com
Sign in to EveryDollar.com on your computer.
Locate the line item the transaction was tracked to and click it. The transaction will be listed under Transactions on the right side.
Click the transaction to open its details.
Click the gray "X" icon that is next to the budget item name, which the transaction is currently assigned to, then click Save Changes.
The transaction will move back to the New tab for you to track later.
Untracking a Transaction on EveryDollar Mobile
Open EveryDollar Mobile on your device.
Locate the line item the transaction was tracked to and tap it. The transaction will be listed under "Activity This Month".
Tap the transaction to view its details.
Tap the circle with the line through it that is next to the budget item name, which the transaction is currently assigned to, then tap Save.
The transaction will now show as a new transaction that needs to be tracked when you tap on the blue circle at the bottom of the budget and when you tap the Transactions tab at the bottom of the screen.
Next Steps
If you're missing a transaction, try to search for a transaction to make sure a transaction didn't get tracked to a different line item.