How do I EDIT/SPLIT/MERGE a Record?

To Edit a Record:

1. Tap on the Record you would like to edit.

2. In the Record detail screen, tap on the edit (pen) icon. Edit how you'd like!

3. Tap on the check mark in the upper right corner of the screen to save your changes.

 

To Split a Record:

1. Tap on the Record you would like to edit.

2. In the Record detail screen, tap on the split-arrows icon in the top right corner.

3. From the Split Record screen, tap on the split button. 

4. Create a new Record and enter the category, note, and amount.

5. Tap on create.

 Note: Bank-connected Records cannot be split.

 

To Merge Records:

 1. Tap on one of the Records to be Merged. 

2. In the Record detail screen, tap on the Merge icon (two arrows twining into one).

 *the Merge icon may not appear if one or both of the Records are uncleared by your bank*

3. Wallet will detect the other Record. Tap on 'OK' to Merge them!

 

Note: Only Records from bank-connected accounts may be merged. 

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