Editing a cash entry within your Timeline allows you to quickly change the status of an entry, the type, the category and more.

To make these changes:

  • Go to Timeline to edit cash entry.

A form will open up. Within this form, you can:

  • Select the new status for your entry

  • Enter a new amount if applicable

  • Change the type from cash-in to cash-out and vice versa

  • Select a new category

  • Change the payment date

  • Enter payee

  • Enter or change your reference info

  • Enter or edit your memo notes

  • Create or edit tags

  • Save changes made to the entry (note the display of “un-reconciled” entry)

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