How to Edit a Transaction

Welcome to our guide on how to edit transactions in Billroo! Whether you're using the desktop version or the mobile app, we've got you covered with easy-to-follow steps. Let's dive in!

To edit a transaction on the desktop version of Billroo, follow these simple steps:

1. Right-click on the three dots next to the transaction you wish to edit. This will bring up a menu.

2. Select the Edit Category option from the menu.

Once you're in the editing mode, you can make the following changes:

• Change the dollar amount of the transaction. You can add a "+" or "-" sign in front of the amount to switch it from positive to negative or vice versa.

• Update the category of the transaction.

• Edit the description of the transaction.

• Add or modify tags associated with the transaction.

If you're using the Billroo app, here's how to edit your transactions:

1. Click on the transaction you wish to edit.

2. Tap on "Edit Transaction."

Now you can make your desired changes:

• Use the "+" / "-" toggle at the bottom to switch the amount from positive to negative or vice versa.

• Change the category, description, transaction date, or tags as needed.

Once you're done, simply press "Update" to save your changes!

And that's it! Editing transactions in Billroo is quick and easy, whether you're on your desktop or mobile device. Happy managing!