Remove or Delete expense item(s)
How to Remove a transaction
Overview
You have several options for deleting projected income or expense items:
- Just swipe left on an item to remove it from the list of Transactions or Plans.
- Use search and remove items in bulk (since v1.14.0)
- Tap to open any Plan or Transaction to delete it individually.
- If you tap on any Transaction, you can Edit its Plan directly from it. In the plan, you can change the End date, which, once saved, will effectively remove all future forecasted transactions under that plan while keeping past transactions intact.
- For Accounts and Categories, go to Settings to remove or reorganize them.
- Lastly, you can Reset or Erase all data in Settings if needed.
Note: If you Erase all data, you will be presented with sample generated data instead temporarily until new data is entered again.
Need more help? Search this product's help articles, or send a ticket if you still need help.
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