Deleting Transactions
Learn how to remove transactions from your records
Deleting a transaction permanently removes it from your records and adjusts your account balance accordingly. Use this feature carefully as deletions cannot be undone.
Locate the Transaction
On the Transactions page, find the transaction you want to delete. You can use filters to narrow down the list if needed.
Open Transaction Actions
Click the three-dot menu icon (â‹®) in the Actions column of the transaction row. This opens a dropdown menu with available actions.
Select Delete Option
From the dropdown menu, click the "Delete" option. The transaction will be immediately deleted from your records.
Deletion is permanent and cannot be undone. Make sure you're deleting the correct transaction.
Balance Adjustment
After deletion, your account balance is automatically adjusted:
- Deleted Expense: Your account balance increases (as if the expense never happened)
- Deleted Income: Your account balance decreases (as if the income never happened)
- Deleted Transfer: Both accounts are adjusted accordingly
Confirmation Notification
You'll see a success notification confirming the transaction has been deleted. The transaction will no longer appear in your transaction list or affect your reports.
When to Delete vs. Edit
Consider these guidelines:
- Delete: Duplicate transactions, test entries, or transactions entered by mistake
- Edit: Correct typos, update categories, or change descriptions
- Set to Cancelled: For transactions that were attempted but didn't complete
Important Note
Guest accounts cannot delete transactions. If you're using a guest account, you'll see a notification explaining this limitation. Create a full account to enable all features including transaction deletion.