Summary
Yes, you can edit a transaction in Nance by updating its category, subcategory, and contact.
How This Works in Nance
Nance allows you to refine transaction details so your data stays accurate and meaningful.
What You Can Edit
From the Transaction Details page, you can update:
- Category → Main classification (e.g., Food, Travel)
- Subcategory → More specific classification
- Contact / Merchant → Who the transaction is associated with
How to Edit
- Go to the Transactions page
- Tap on the transaction you want to edit
- Open the editable fields (category, subcategory, contact)
- Make your changes
- Save the updates
What Happens After Editing
- Your changes are applied instantly
- Insights, budgets, and reports are updated accordingly
- Nance may use your edits to improve future auto-categorization
Important to Know
- You cannot edit amount, date, or transaction source
- Edits only affect how the transaction is classified and displayed
- Original bank data remains unchanged
Your data, your rules.
Nance just learns from it.