> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add, edit, and delete transactions

> Enter a transaction by hand, fix one inline, or remove it — on the web register and the mobile app.

A transaction is one line of money in or out of an account. You can type one in,
correct it later, or delete it. The numbers in your budget and on the account
move the instant you save.

## Add a transaction

You have three ways to enter one on the web.

<Tabs>
  <Tab title="Quick add (anywhere)">
    Press <kbd>n</kbd> from any screen, or open the quick-add dialog from the
    command palette. Set the date, account, payee, category, and amount, then
    save.

    A negative amount is an outflow; a positive amount is an inflow.
  </Tab>

  <Tab title="In the register">
    Open **Transactions** or a single account, then choose **Add Transaction**.
    A row opens at the top of the list with fields for date, account, payee,
    category, memo, outflow, and inflow. Fill the outflow column or the inflow
    column — not both. Press <kbd>Enter</kbd> to save and keep the row open for
    the next entry.
  </Tab>

  <Tab title="Mobile">
    Tap the **+** button in the corner of the Transactions tab. Choose
    **Outflow** or **Inflow**, type the amount, pick the account, set the payee,
    and optionally a category. Tap **Add**.
  </Tab>
</Tabs>

<Note>
  Picking another one of your accounts as the payee turns the entry into a
  [transfer](/transactions/transfers) instead of a normal transaction.
</Note>

### Make it recurring as you add it

In the register's add row, the **Repeat** dropdown defaults to **One-time**.
Pick a cadence (Weekly, Monthly, and so on) and the entry is saved as a
transaction *and* a [scheduled transaction](/scheduled/create-a-schedule) using
the date you chose as the anchor.

## Edit a transaction

<Steps>
  <Step title="Open the row">
    On the web, click a transaction in the register to open it for inline
    editing. On mobile, tap the row to open the edit sheet.
  </Step>

  <Step title="Change the fields">
    Adjust the date, payee, category, memo, or amount. The category picker shows
    how much is still available in that category for the transaction's month.
  </Step>

  <Step title="Save">
    Save the row. The account balance and the budget grid update immediately.
  </Step>
</Steps>

<Note>
  The account on an existing row is fixed in the inline editor. To move a
  transaction to a different account, delete it and re-enter it, or record a
  [transfer](/transactions/transfers).
</Note>

## Delete a transaction

* **Web:** select the row's checkbox and use [bulk actions](/transactions/bulk-actions)
  to delete, or delete it from the edit view.
* **Mobile:** long-press the row and choose **Delete** from the quick-action
  sheet.

Deleting a transaction reverses its effect on the account balance and on the
category it was assigned to. Deleting one leg of a transfer removes both legs.

<Tip>
  Pressed delete by mistake? Use undo (<kbd>z</kbd> on the web) right away to
  bring the transaction back.
</Tip>

## If something looks wrong

* A balance that doesn't match your bank → [Reconcile an account](/reconciling/reconcile-an-account).
* A transaction you can't find → [Duplicate or missing transactions](/accounts/duplicate-or-missing-transactions).

## Related

<CardGroup cols={2}>
  <Card title="Categorize a transaction" icon="tag" href="/transactions/categorize">
    Assign or change the category on a transaction.
  </Card>

  <Card title="Transfers" icon="arrow-right-arrow-left" href="/transactions/transfers">
    Move money between two of your own accounts.
  </Card>

  <Card title="Search and filter" icon="magnifying-glass" href="/transactions/flags-search-filter">
    Find a transaction by payee, date, account, or amount.
  </Card>

  <Card title="Bulk actions" icon="layer-group" href="/transactions/bulk-actions">
    Change many transactions at once.
  </Card>
</CardGroup>
