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In transaction reports, you can change a category or tag, rename a payee, add a memo, or delete a transaction. If you're modifying a transaction report with investment transactions, you can also resolve the placeholder entries identified by asterisks.

  1. Display the transaction report.
  2. Select the transaction that you want to change.
    • Can I change several transactions at one time?
  3. In the upper-left corner of the report, click Edit, and choose the action you want to perform.
    • What if I don't see an Edit button?
    • What if the Edit button doesn't contain the item I want to change?
  4. Confirm the deletion or select the change you want to make.
  5. Click OK to apply the change to the selected transaction in the report as well as the corresponding transaction in the register.


To change transactions in nontransaction reports, or to change items not available from the Edit button in the upper-left corner of the report, you have two options:

  • Click Find & Replace in the upper-right corner of the report.
  • Zoom in to the original transaction and edit it.
  • You can add the Memo field to a Transaction report. To do this, select the Customize Report gear button, then select Notes under Show Columns.