How-to · Import your statements

How do I fix a transaction the import got wrong?

· 1 min

Edit any transaction before you import it.

Steps

  1. Open the transaction. If Spentio has a question about it, choose Edit details.

    On the web: Click it, or choose Edit in its ⋯ menu.

    On iPhone: Tap it, or touch and hold it and choose Edit.

  2. Change the description, amount, date or category.

    The Edit Transaction sheet on iPhone, with the amount, description, date, category, object, tags and notes, and Save at the top.
  3. Save your changes.

    On the web: Choose Save Changes.

    On iPhone: Tap Save.

  4. If the money moved between your own accounts, choose Mark as transfer in its menu instead.

  5. To change several at once, select them and choose Edit All.

Questions

Can I change a transaction after importing it?
Yes. Open it in Transactions and edit it there.
What does Mark as transfer do?
It records the money as moved between your own accounts, so it isn't counted as spending or income.
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