How do I edit a record?

To edit a record, follow these steps:

  1. Click on the record you would like to edit.
  2. Under the Edit record page, make the necessary changes by clicking on the fields you would like to edit (category, amount, currency, note, account, payment type, etc.).  
  3. After you make your changes, click on the Done button at the top right corner of the screen to save.
Have more questions? Submit a request


Please sign in to leave a comment.