You can edit several properties on a transaction to help with tracking and reconciliation.
| Editable field | Who can edit | Notes |
|---|---|---|
| Receipt | User or Admin | Upload or replace the attached receipt |
| GST | User or Admin | Manually enter or correct the GST amount |
| Budget | Admin | Reassign the transaction to a different budget |
| Category | User or Admin | Assign or change the spending category |
| Tags | User or Admin | Add custom labels (Premium only) |
| Notes | User or Admin | Add internal notes for context |
How to edit a transaction
- Click Transactions in the sidebar.
- Select the transaction you want to edit by clicking the merchant name.
- Make your changes on the edit form.
- Click Save transaction.
Important: Editing a transaction in Budgetly does not update the transaction in Xero. If the transaction has already been synced, update it in Xero separately.
Common questions
Can I delete a transaction?
No. Transactions cannot be deleted — they are a permanent record of card activity. You can edit the details but the transaction itself stays.
Can a regular user change the budget on a transaction?
No. Only admins can reassign a transaction to a different budget.
Will my edits sync to Xero?
No. Changes made in Budgetly after a transaction has been synced are not pushed to Xero. Update the transaction in both systems if needed.