Edit a Transaction

Overview

The Edit Transaction dialog creates and edits transactions. It opens when you double-click a transaction in the ledger, press Ctrl+Enter, or use the add button to create a new transaction.

Common Fields

Every transaction type shares these fields at the top of the dialog:

Field	Description
Transaction Type	A drop-down to select the transaction type (see below).
Code	An optional check number or reference code. The + button fills in the next check number for the selected account. Auto-complete suggests codes from your history.
Date	The transaction date. A calendar button opens a date picker.
Payable To	The payee or description. Auto-complete suggests matches from your transaction history.
Payment	The payment amount. Entering a negative value moves it to the deposit side.
Deposit	The deposit amount. Entering a negative value moves it to the payment side.
Memo	An optional note.

Transaction Types

The Transaction Type drop-down switches the dialog between four layouts:

Simple

The default type for everyday transactions. Adds two fields:

• Account -- The account the transaction affects.
• Envelope -- The envelope the transaction draws from or credits.

Transfer

A movement of money between accounts, envelopes, or both at the same time. Adds:

• Account Transfer -- Checkbox that enables Account From and Account To fields.
• Envelope Transfer -- Checkbox that enables Envelope From and Envelope To fields.
• A second set of Code, Date, Payable To, Payment, Deposit, and Memo fields for the counterpart side of the transfer.

The transfer arrows and section labels (Transfer From / Transfer To) adjust automatically based on whether the payment or deposit side has a value.

Regular Multiple

A single transaction split across multiple line items. Adds:

• Account -- The account for the parent transaction.
• A line item table where each row is an envelope allocation or, when enabled, an account transfer with its own amount.
• Add and delete buttons for managing line items.
• A running total that updates as you add or change items.

By default, Regular Multiple rows allocate the transaction amount across envelopes. Account transfer rows are available only when Enable Account Transfers in Multiples is enabled in Settings. An account-transfer row moves that part of the transaction to another account and reduces the main transaction amount. For example, a $1,000 paycheck with a $100 account-transfer row is recorded as a $900 deposit in the paycheck account plus a $100 transfer to the other account.

Multiple Envelope Transfer

A transfer split across multiple envelope assignments. Adds:

• Envelope -- The envelope for the parent transaction.
• A line item table for the split.
• Add and delete buttons.
• A running total.

Toolbar Buttons

A toolbar across the top of the dialog provides quick actions:

Button	Description
Add New Transaction	Saves the current transaction and starts a new blank one.
Delete Transaction	Deletes the current transaction after confirmation.
Clone Transaction	Saves a copy of the current transaction as a new record.
Apply or Create Template	Opens a menu listing saved templates. Selecting one fills the dialog with the template's values. The menu also includes Save Transaction as Template to save the current transaction as a new template.
Previous Transaction	Saves and navigates to the previous transaction in the ledger.
Next Transaction	Saves and navigates to the next transaction in the ledger.

Bottom Buttons

Button	Description
Save & Close	Saves the transaction and closes the dialog.
Save & New	Saves the transaction and opens a new blank transaction.
Cancel	Closes the dialog without saving.
Revert	Restores the transaction to the state it was in when the dialog opened.
Help	Opens this help topic.

Auto-Complete and Auto-Fill

The Payable To field provides context-aware auto-complete from your transaction history. When you select a match, the dialog can fill other fields from the most recent matching transaction. The auto-fill behavior is configurable:

• All fields -- Fills code, memo, account, envelope, and amounts.
• All fields with scaled amounts -- Same as above, but scales line item amounts proportionally to match the current total.
• Text fields only -- Fills only code, payable to, and memo.

Next Check Number

The + button next to the Code field inserts the next sequential check number for the current account. After filling the code, focus moves to the date field.