This feature enables you to edit the dates of previously posted transactions. This is useful for correcting any transaction dates if the transaction is recorded on the wrong date.
To edit the transaction date you can follow the steps below:
- When click on a specific account you can view the transactions for the account and then select the specific transaction you wish to edit by clicking on that transaction:
- Clicking on the date of the transaction to the left of the transactions description will display the calendar pop-up widget:
- You can then click on the date you choose and click 'Save' to update the transaction date.
Please note: At this time this feature is not able to be used on Manual accounts and there is not an option to update transactions in bulk.