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.
- Open the Transactions tab and find the transaction.
- Open it and choose a different category.
- Add a tag or a note if it helps you remember why.
- 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.