How to Detach a Receipt from a Transaction

If a receipt was attached to the wrong transaction, or you need to reassign it, you can detach it.

Steps

1. Open the receipt that is currently attached to a transaction.
2. In the Attach to Transaction section, you'll see a chip showing the linked transaction's merchant name, amount, and date.
3. Click the Detach button next to the linked transaction chip.
4. The receipt is now a standalone receipt and can be attached to a different transaction.

What Happens When You Detach

• The receipt remains saved in the system — it is not deleted.
• The transaction is not deleted — only the link between them is removed.
• The transaction will now appear in the Missing Receipt filter on the ledger (since it no longer has a receipt attached).
• The receipt can be attached to a different transaction at any time.

Re-Attaching

After detaching, follow the steps in How to Attach a Receipt to a Transaction to link the receipt to a different transaction.