Correct an explained transaction

Picked the wrong category, or explained the wrong line entirely? Explanations are never final - you can reopen, change or remove them.

Edit an explanation

1. Go to Banking, open the account, and click the explained transaction.
2. If the line has a single explanation, the panel opens straight into editing it. If it was split, click the portion you want to change.
3. Change the Type, Category, Value, VAT or Description, then choose Save changes.

Your accounts and VAT figures update to match the corrected explanation.

Remove an explanation

Open the explanation the same way and choose Remove. The amount returns to the line's unexplained remainder, and once nothing explained is left the line goes back to its red Unexplained marker, ready to be explained again.

Removing an Invoice Receipt or Bill Payment explanation also removes that payment from the linked invoice or bill, which goes back to being due.

What about the transaction itself?

An imported line's date, description and amount come from your bank, so they cannot be edited - if one is wrong, the fix is always in how it is explained.

A manually added line is different: hover over it, choose Edit, change its details and Save changes, or use Delete transaction to remove it completely - see Add a transaction manually.

For the explanation basics, see Explain a transaction and Partial explanations.