How can I edit a cash transaction after adding it?

1 min read

Summary

You can only edit the category, subcategory, and contact of a cash transaction in Nance. If the amount is incorrect, you’ll need to delete the transaction and add it again.


How This Works in Nance

Cash transactions are manually added, but not all fields are editable after creation.

What You Can Edit

From the Transaction Details page, you can update:

  • Category
  • Subcategory
  • Contact / merchant

What You Cannot Edit

  • Amount cannot be changed once the transaction is saved

If You Entered the Wrong Amount

To correct it:

  1. Go to the Transactions page
  1. Open the cash transaction
  1. Tap Delete
  1. Confirm deletion
  1. Add a new transaction with the correct amount

Why This Approach

  • Keeps transaction data consistent and reliable
  • Avoids unintended changes to recorded financial values
  • Ensures your insights and reports stay accurate

Important to Know

  • Edits to category/contact update your analytics instantly
  • Deleting removes the transaction completely from Nance
  • Re-adding ensures the correct data flows into your reports

Wrong amount? Don’t fix it—replace it.

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