Logged the wrong amount? Tagged the wrong account? Forgot it was already accounted for? No problem β you can edit or delete any transaction in CiviQ.
Edit a transaction
1
Go to Transactions in the sidebar
Find the transaction you want to edit. You can scroll or use the search bar to find it quickly.
2
Tap the three-dot menu (β―)
It's on the right side of the transaction row.
3
Tap 'Edit'
The expense form opens with all the current values pre-filled.
4
Make your changes
Change any field β amount, category, account, date, note, anything.
5
Tap 'Save changes'
The transaction updates immediately. Account balances adjust automatically.
Delete a transaction
1
Open the three-dot menu on the transaction
2
Tap 'Delete'
A confirmation modal appears: 'Delete [Swiggy] βΉ380? This cannot be undone.'
3
Tap 'Delete' in the modal to confirm
The transaction disappears. The account balance updates.
β οΈ Deleted transactions are removed from your expense history and budget calculations. This is a permanent action. If you're not sure, edit the transaction instead of deleting.
π‘ Wrongly categorised expenses are better corrected than deleted. Edit the category so your budget data stays accurate.