How to Delete a Transaction

Deleting a transaction removes it from your financial records, dashboard totals, and all reports.

From the Dashboard or Ledger

1. Find the transaction you want to delete.
2. Click the three-dot menu (⋮) on the right side of the transaction row.
3. Select Delete.
4. Confirm the deletion when prompted.

From the Edit Dialog (Desktop)

1. Open a transaction for editing (see How to Edit a Transaction).
2. On desktop, a red Delete button appears at the bottom of the dialog.
3. Click Delete.
4. Confirm the deletion when prompted.

What Happens When You Delete

• The transaction is removed from the dashboard, ledger, and all report totals.
• If the transaction had an attached receipt, the receipt is not deleted — it becomes a standalone receipt.
• Any profitability group and tag assignments for that transaction are removed.
• This action cannot be undone.