TRANSACTIONS

TRANSACTIONS

Delete a transaction

Remove an incorrect or duplicated transaction and understand what changes when it is no longer included in your MoniTrak workspace.

3 min read

BEFORE YOU START

Make sure deletion is the right action.

If the transaction is correct but contains the wrong amount, date, category or payment source, editing it may be better than deleting it.

✓

Confirm that you selected the correct transaction

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Check whether the transaction is duplicated or incorrect

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Consider whether editing would solve the issue

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Review the amount and category before deleting

STEP BY STEP

Let's get it set up.

01

Find the transaction

Open Transactions and locate the incorrect or duplicated activity you want to remove.

TRANSACTIONSSelect a transaction
24 Oct 2026
−
RestaurantRestaurant · Cashback Credit Card
− AED 150
−
RestaurantRestaurant · Cashback Credit Card
− AED 150Possible duplicate
−
Coffee ShopRestaurant · Cashback Credit Card
− AED 75
02

Open the transaction controls

Open the available actions for the transaction and choose Delete transaction.

−
RestaurantRestaurant · Cashback Credit Card
− AED 150
View detailsEdit transactionDelete transaction
03

Review the deletion

Check the merchant, category, amount and payment source shown in the confirmation before continuing.

!
DELETE TRANSACTIONDelete this expense?

Restaurant · AED 150

Cashback Credit Card · 24 Oct 2026
CancelDelete transaction
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Deleting a transaction from MoniTrak does not cancel, refund or reverse the real-world payment. It only removes the transaction from your MoniTrak workspace.

04

Confirm the deletion

Once you are sure the transaction should no longer be included, confirm the deletion.

✓
Transaction deletedThe duplicate AED 150 expense is no longer included in your MoniTrak transaction activity.

WHAT HAPPENS NEXT?

Related MoniTrak totals can change.

Removing an expense means it no longer contributes to the transaction and category totals that use that activity.

BEFORE DELETIONAED 1,300Restaurant spending
→
AFTER DELETIONAED 1,150Restaurant spending
DELETED TRANSACTION− AED 150
→
CATEGORY IMPACT− AED 150
!

Deleting the MoniTrak record does not refund AED 150 to the Cashback Credit Card or reverse the payment with the merchant.

RELATED HELP

You may also need.

⇄
Add a transaction

Record financial activity in your workspace.

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Edit a transaction

Correct a transaction without removing it.

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Transaction categories

Understand how transactions contribute to category totals.

NEED MORE HELP?

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