Edit a transaction
Click a transaction's name, category, amount or label area to change it in place. The ⋮ menu holds Split, History, Change Date and Delete. On a phone, tap the row to open the edit sheet.
On a computer
| To change | Do this |
|---|---|
| Name | Click the name, type, then press Enter or click away. |
| Category | Click the category. Type in Search categories... or scroll the list (grouped by category group), then click one. Arrow keys and Enter work too. |
| Amount | Click the amount, type, press Enter. For incoming money you can type the number without a minus sign; FIYR keeps it as incoming. |
| Labels | Click the 🏷️ header to widen the labels column, then click the row's label area (or Add label). Tick labels on or off, or type a new name and choose Add "...". |
| Date | Hover the row, click ⋮, then Change Date. Pick the date and click Apply. |
| Owner | If your profile includes a spouse, widen the 👥 column and pick an owner. |
Each change saves straight away. A message appears at the bottom, for example "Updated name from AMZN Mktp US → Amazon". It offers Create Rule so the same change happens automatically next time, and after a name or amount change it also offers Undo.
See what changed
Click ⋮ and then History to open Transaction Details: the name, amount, date, category, account, labels and goal, plus an EDIT HISTORY list of every change as "old → new". Changes made by a rule carry a rule badge, and splits carry a split badge.
On a phone
- Tap the transaction to open the edit sheet.
- Tap the name to rename it, or tap the date to change it.
- Pick a CATEGORY, tap LABELS pills on or off, and set RECURRING RULE or GOAL if you use them.
- Tap Save Changes. It stays grey until you change something.
What you cannot edit
- Notes. Transactions have no notes field. Labels (and a label's description) are the closest substitute.
- The account. A transaction always belongs to the account it came from.
- The bank's original description. Renaming changes what FIYR shows; the original name is kept in History.
To split, delete or change many at once, see Split a transaction, Delete a transaction and Edit many transactions at once.
Common questions
I changed a category but new transactions from that store are still wrong. Why?
An edit only changes that one transaction. Use Create Rule in the message after your edit, or add a rule in Settings > Transaction Rules, and FIYR applies it to every new transaction that matches.
Can I add a note to a transaction?
Not currently. Use a label instead; you can give each label a description in Settings > Labels.
How do I change a transaction's date?
On a computer: ⋮ > Change Date > pick a date > Apply. On a phone: tap the row, tap the date, then Save Changes.
Can I undo an edit?
After a name or amount change, click Undo in the message that appears. For anything else, change it back by hand; History shows the old value.
Will my edits survive when a pending charge posts?
Yes. When the bank posts a pending transaction, FIYR carries your name, category, labels and goal over to the posted one.
Still stuck?
Email us. A real person who builds FIYR reads every message.