Editing transactions

Editing Transactions

Fix mistakes split amounts and make it all make sense

Your budget should reflect real life and sometimes that means tweaking a few details Lucky Friday makes it easy to edit transactions so everything lines up the way you need it to.

How to split a transaction

Sometimes one purchase covers multiple categories Maybe you got groceries and a birthday gift in the same Target run Just tap the transaction then choose Split

You’ll enter how much goes to each category or subcategory and Lucky Friday will create clean line items for each part You can also add notes to each one if you want to remember what you bought.

How to change categories or notes

To recategorize just tap the transaction choose Edit and select the category or subcategory you want It updates instantly and we’ll ask if you want to create a rule to do that automatically next time

You can also:

• Add a personal note
• Change the name if the merchant label is messy
• Edit the date if something imported late or out of order

These small tweaks help keep your budget clean accurate and easy to understand.