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Editing a transaction

The date, amount and type of a transaction can be changed. This is useful when the salary arrives earlier than usual.

  1. Open the transaction in the Transactions screen.

  2. Click ⋮ in the top right and choose Edit.

  3. Change the date, the amount or the type. For the type, choose between Income and Expense.

  4. Click Save.

The account balance is then recalculated.

With a salary month start day, the date filter shows a period from, for example, the 23rd to the 22nd. Does the salary arrive on the 20th for once? Then it falls in the previous period. Set the date of that transaction to the 23rd. The salary then falls in the correct period.

Spendle recognises transactions from a bank connection by the bank’s reference, not by the date. A changed date stays as it is. The transaction is not imported again at the next sync.