How to Edit an Existing Expense

1. Open Expense History.
2. Find the expense using date, payee, or search filters.
3. Open the row’s action menu and choose Edit.
4. Correct the necessary fields.
5. Review the payee, payment method, amount, funding source, category, and supporting details.
6. Save the changes.

Edit a financial record only to correct or complete it. Preserve attachments and reference details that support the original transaction.