Edit transactions in the account register
You can change the payee (A person or business to whom you write a check or make some other kind of payment.) , category, or other information that appears in a transaction.

Note: The steps you follow for this task depend on whether you’re using the Essential Account Register (In Money, a streamlined version of the account register that lets you track the accounts that you update online without tracking transactions in detail or balancing. ) or the Advanced Account Register (A version of the account register in Money that enables you to track individual expenditures in detail. It can be updated online or manually.) . To find out which register you’re using, look for the Essential Register or Advanced Register label in the upper-right corner of the account register.

In the Essential Register you can edit the payee or category, but you can’t edit the date, number (Num), or amount because that information is determined by your bank or brokerage.
  1. Click Banking, and then click Account List.
  2. Click the account that contains the transaction you want to edit.
  3. Click the transaction.
  4. Edit the payee or category information, and then click Save.
  1. Click Banking, and then click Account List.
  2. Click the account that contains the transaction you want to edit.
  3. Double-click the transaction, and then click the information you want to change.
  4. When you’re done making changes, click Enter to record the changes in your register.

Microsoft Money arrowblueright Edit transactions in the account register Tip

To make your changes using a form that resembles a check, click Show transaction forms at the bottom left of the register. Your changes will be recorded in the register in the same way.

Note

Don’t edit the total amount of a transaction that is marked with an R (for “reconciled”). Reconciled transactions have already been confirmed by bank information, and changing their amount will make it difficult to balance ((Advanced Account Register only) Verify that your bank balance and your Money account balance agree, after verifying transactions and making adjustments for items entered into Money that haven’t cleared your bank. ) your account (A group of transactions in Money for a single bank, brokerage, retirement, loan, or credit card account. Accounts can also track assets such as houses or vehicles, or investments that you want to watch but do not own. See also watch account.) .

Note

To learn more, see the Manage your accounts video. To watch the Money videos, on the Help menu, point to Instructional Videos, and then click a title.

Related topics

Change account information

Add a transaction by typing it in

Assign a category to a transaction

Microsoft Money arrowbluedown Edit transactions in the account register

Edit transactions in the account register