Introduction
You can choose to update a transaction's description to easily recognise them going forward. For example, generic PayPal descriptions might make it hard to quickly view what that transaction is for exactly.
How to edit a transaction's description on Mobile app
How to edit a transaction's description on Web app
Topic area
Transactions
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
How to edit a transaction's description on Mobile app
1. On your Home page, swipe up to view your transaction list.
2. Locate the transaction you wish to update and tap into it to view the details
2. Select 'Rename'
3. Enter the new description, followed by 'Update'
4. If you would like to view the transaction's original description, this can be done by exporting your transactions to a CSV file from the synced web application
How to edit a transaction's description on Web app
1. On your Transactions page, locate the transaction you wish to update and click on it to view the details
2. Select 'Rename'
3. Enter the new description, followed by 'Update'
4. If you would like to view the transaction's original description, this can be done by exporting your transactions to a CSV file.
5. If you would like to edit multiple transactions to the same description, you can do so via the web application: How to edit multiple transactions