Knowledge Base - Help Center

How to Update a Transaction on Mobile?

Updated on February 17, 2023
  1. From the Scenario page, tap the Overview tab.
  2. Locate the transaction line that you want to update.
  3. Tap the Edit Icon.
  4. Reminder: You can only edit transactions dated from the current month to the subsequent months. You cannot edit historical transactions.
  5. Update the information as necessary.
  6. Tap Update.

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