Editing one transaction
Open it from the Transactions list and change the description, amount, date, category, reference or note. Save writes it.
A synced transaction can be edited the same way. Your edit is yours and the bank does not overwrite it on the next sync.
The one thing you cannot do to a synced transaction
Only manual transactions can be deleted. Finthy says exactly that if you try. A synced transaction is a record of what the bank sent, so removing it would make Finthy disagree with your statement.
If a synced transaction is wrong or duplicated, Mark as Duplicate is the tool. It hides the transaction from lists and totals without destroying the record, and Show Duplicates in the filters brings it back if you change your mind.
The running balance checkbox
On a manual account, the edit form has Update account balance, explained as “Apply this transaction to the account’s running balance”.
This is the difference between recording history and changing where you stand. Entering last month’s forgotten coffee should usually leave the balance alone, because today’s balance already reflects it. Entering something that has genuinely not been counted yet should update it.
Categorizing
Pick a category from the dropdown. Synced transactions arrive with a category guessed from their description, and you can override it at any time.
Finthy does not learn from your corrections. Automatic categorization works from a keyword list on each category, so if the same merchant keeps landing in the wrong place, the fix is to add a keyword to the right category rather than to keep correcting it one transaction at a time. The article on transaction categories covers that.
Uncategorized transactions are invisible to budgets and to spending trends, which is why the dashboard keeps a Transactions to Categorize card.
Effective date
Effective Date is the date the transaction counts for, which may not be the day it was posted. Changing it can move a transaction into another month, and Finthy tells you when that happens: “Transaction moved to last month and is no longer visible in current view”. The transaction is fine, it is simply outside the range you are looking at.
Acting on several at once
Select Multiple Transactions turns on selection mode. With rows selected:
- Edit Selected, to change the same fields on all of them. The category option is disabled when the selection mixes income and expenses, because one category cannot be both.
- Delete Selected, which applies only to manual transactions. A mixed selection tells you so rather than half-deleting.
- Move to Account, which is refused across mixed currencies, since the amounts would be meaningless in the destination.
- Add to Budget, which accepts expenses only.
- Mark as Duplicate, for one or many at once.
Two shortcuts worth knowing
- Create Similar opens a new transaction prefilled from this one. The manual form also has Copy from last transaction, which pulls the description, amount, category and reference from the most recent transaction in that account.
- Track as recurring event turns a transaction into a calendar entry, so a bill you have just paid starts appearing under Upcoming before it is next due.