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November 13, 2025
Question

Why can't I edit a transfer using the mobile app?

  • November 13, 2025
  • 1 reply
  • 6 views
No text available

1 reply

Moderator
November 13, 2025

Thanks for getting in touch with the Community, LDCBooster.

 

You can edit bank transfers in your mobile app from the Transactions screen.

 

Here's how:
 

  1. Use your Menu (☰) icon.
  2. Go to Transactions.
  3. Choose an account you're working with.
  4. Find the transaction you want to edit.
  5. To make a quick edit, swipe left on your transaction record and tap Edit. You can also hit the record to open its details and make your changes.
  6. Select Save.

 

I've also included a detailed resource about working with transactions which may come in handy moving forward: Categorize online bank transactions

 

If there's any additional questions, I'm just a post away. Have a great Thursday!

November 13, 2025

This is not an downloaded online transaction.  This is a transfer between accounts entered in to the account and can be accessed by "Chart of Accounts".  When finding the transfer, and opening it, there is not option to edit and save.