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How do I edit a transaction?



  • Gerald Foley

    I want to reconcile my register but there is one transaction that posted after the closing date on my statement and it won't let my bank statement and register coincide. I need to change the date on the transaction to the date posted rather than the date of the transaction. I had to unmatch the transaction, delete it and re enter it with the later date. Now I can reconcile to date.

  • Doug Levin

    If I understand your dilemma I think you did just what I would have done.  When the transactions dates we get from Yodlee don't match your bank statement, that's a headache that makes it hard to reconcile.

    Hopefully you don't keep having this problem with the data, but if you do drop us a message at  There may be something we can check with Yodlee the data provider on.


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