Edit transactions in the account register
You can change
the
payee (A person or
business to whom you write a check or make some other kind of
payment.) , category, or other information that appears in a
transaction.
Note: The steps you follow for this task depend
on whether you're using the Essential Account
Register (In Money, a streamlined version of the account register
that lets you track the accounts that you update online without
tracking transactions in detail or balancing. ) or the
Advanced Account
Register (A version of the account register in Money that enables
you to track individual expenditures in detail. It can be updated
online or manually.) . To find out which register you're
using, look for the Essential Register or
Advanced Register label in the upper-right corner
of the account register.
In the Essential Register you can
edit the payee or category, but you can't edit the date, number
(Num), or amount because that information is
determined by your bank or brokerage.
- Click Banking, and then click Account
List.
- Click the account that contains the transaction you want to
edit.
- Click the transaction.
- Edit the payee or category information, and then click
Save.
- Click Banking, and then click Account
List.
- Click the account that contains the transaction you want to
edit.
- Double-click the transaction, and then click the information
you want to change.
- When you're done making changes, click Enter
to record the changes in your register.
Tip
To make your changes using a form that resembles a check, click
Show transaction forms at the bottom left of the
register. Your changes will be recorded in the register in the same
way.
Note
Don't edit the total amount of a transaction that is marked with
an R (for "reconciled"). Reconciled transactions
have already been confirmed by bank information, and changing their
amount will make it difficult to balance
((Advanced Account Register only) Verify that your bank
balance and your Money account balance agree, after verifying
transactions and making adjustments for items entered into Money
that haven't cleared your bank. ) your account
(A
group of transactions in Money for a single bank, brokerage,
retirement, loan, or credit card account. Accounts can also track
assets such as houses or vehicles, or investments that you want to
watch but do not own. See also watch account.) .
Note
To learn more, see the Manage your accounts
video. To watch the Money videos, on the Help
menu, point to Instructional Videos, and then
click a title.
