How do I change a transaction in a transaction report or graph?

In transaction reports, you can change a category or tag, rename a payee, add a memo, or delete a transaction. When modifying a transaction report with investment transactions, you can also resolve the placeholder entries identified by asterisks.

Display the transaction report.
Select the transaction that you want to change.
- Can I change several transactions at one time?
  Yes. Use CTRL+click or SHIFT+click to select multiple transactions.
In the upper-left corner of the report, click Edit, and choose the action you want to perform.
- What if I don't see an Edit button?
  The Edit button is available only in Transaction, Itemized Categories, Itemized Payees, Schedule C (Home & Business only), Tax Schedule, and Tax Summary reports. To change transactions in another type of report, you have two options:
  - Click Find & Replace in the upper-right corner of the report.
  - Zoom in to the original transaction and edit it.
- What if the Edit button doesn't contain the item I want to change?
  If the item you want to change is not available from the Edit button, you have two options:
  - Click Find & Replace in the upper-right corner of the report.
  - Zoom in to the original transaction and edit it.
Confirm the deletion or select the change you want to make.
Select OK to apply the change to the selected transaction in the report and the corresponding transaction in the register.

Beyond the steps

We know that managing your finances can sometimes feel like navigating a maze, but transaction reports are here to make things simpler for you. They are a valuable tool, offering various ways to modify your financial records. Let's explore how you can use them effectively.

Category and Tag Adjustments: Think of these as your financial organization tools. You can move transactions to different categories and tags, making it easier to classify and sort your financial data. For example, if you accidentally put a restaurant expense in the Shopping category, you can quickly change it to Restaurants.
Payee Renaming: We all have our own way of naming things. Sometimes, the payee names on your transactions may not make much sense to you. No worries! You can rename payees within reports, giving them names that are more familiar or meaningful to you. It's all about making your transaction list easier to understand.
Transaction Deletion: Deleting transactions is like tidying up your financial records. It helps keep them clean and accurate. For example, if you accidentally recorded a duplicate transaction, you can remove one of them.
Memo Field Addition: Adding memos is like attaching little notes to your transactions. These notes can be beneficial for adding context. For instance, you can jot down why you made a particular purchase or any additional details you want to remember.

And if you're diving into investment transactions, here's an extra tip:

Resolving Placeholder Entries: Investment transactions sometimes have asterisks next to them. These mark them as placeholders. You can use transaction reports to resolve these placeholders, ensuring your investment records are on point.

By understanding these concepts, you'll gain the confidence to manage your finances effectively. You'll keep your records accurate, making it simpler to plan and make informed financial decisions.

Notes

To change transactions in non-transaction reports, or to change items not available from the Edit button in the upper-left corner of the report, you have two options:

Click Find & Replace in the upper-right corner of the report.
Zoom in to the original transaction and edit it.
You can add the Memo field to a Transaction report. To do this, select the Customize Report gear button, then select Notes under Show Columns.