Bookkeeping basics

Fix a category

Change a transaction's category anytime, even after it's posted, and your reports update instantly.

Coded something to the wrong place? You can recode it anytime — even after it's posted.

  1. Open the Transactions tab and find the transaction.
  2. Open it and choose a different category.
  3. Add a tag or a note if it helps you remember why.
  4. Save your change.

There's no penalty for fixing something — clean books are the whole point.

What happens next — your books and reports update to match, right away.