Restore, refund, or undo a past transaction

Restore it to Forecast

This is the safest choice when you are not sure what needs to change yet.

1. Open Past (History).
2. Tap the transaction you want to undo.
3. In Saving Options, turn on Restore?.
4. Tap Save.
5. Return to Forecast, then edit, delete, or clear the item again as needed.

Restoring moves the transaction out of history and back into the forecast so you can handle it again from the normal forecast workflow.

Record a full or partial refund

Use this when the original transaction still belongs in history, but the final amount changed because money was refunded.

1. Open Past (History).
2. Tap the refunded transaction.
3. Change the amount to the final amount that should remain after the refund.
4. For a full refund, set the amount to 0.
5. In Saving Options, keep Update Balance? on, so the account balance reflects the adjusted amount.
6. Tap Save.

If the refund came in as its own separate deposit or credit and you want to keep both records visible, add or clear that refund as its own transaction instead of changing the original one.

When to delete instead

You cannot delete directly from Past (History). If the item should not exist at all, such as a duplicate or mistaken entry, restore it to Forecast first. Then review it and delete it from Forecast.

Related help

• View past transactions and history explains how to open Past/History.
• Clear & Backdate explains how to clear an item again with the right date and amount.
• How to update account balance explains balance corrections.
• Foreseenly CashFlow User Manual includes broader troubleshooting guidance.