Entries can be edited or deleted within the Monthly Snapshot.

To do this:

  • Go to Monthly Snapshot.
  • Click on the pencil icon next to an entry to start making changes.

Once in the editor, you can make changes to the:

  • Status of the entry
  • The amount
  • The type from Cash-in to Cash-out or vice versa
  • The category
  • The invoice date
  • Payment terms
  • Due date
  • Payment date
  • Payee
  • Reference
  • Memos and tags

You can also easily clone or delete the entire entry by using the buttons at the bottom right.

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