TRANSACTIONS
Correct an amount, date, category, payment source or other transaction information when something needs to change.
3 min readBEFORE YOU START
Check the existing transaction against the information you want MoniTrak to reflect before making any changes.
The transaction you want to update
The correct amount and date
The correct category
The account or credit card the transaction belongs to
STEP BY STEP
Open Transactions and locate the activity you want to correct. Review the merchant, amount, category and payment source before editing it.
Open the transaction controls and choose Edit transaction to update the information stored in your workspace.
Correct only the fields that need attention. In this example, the expense amount changes from AED 850 to AED 750 while the category and credit card remain unchanged.
Changing the amount, category or payment source can also change the totals or context shown elsewhere in MoniTrak.
Check the updated transaction before saving. The revised information can then be reflected wherever that transaction contributes to your workspace.
WHAT HAPPENS NEXT?
In this example, reducing the Fast Food expense by AED 100 also reduces the amount recorded against the Restaurant category by AED 100.
The transaction remains categorized as Restaurant and linked to the Cashback Credit Card; only its amount changed in this example.
NEED MORE HELP?
Visit the Help Center or get in touch if you can't find what you need.