Edit a transaction in a family account

Issue/Question

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How do I edit a transaction in a family's account? 

Resolution

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To edit an individual transaction on a family record:

1. On the Family account > Transactions tab.
2. Locate the specific transaction you want to modify.
3. Click the Pencil icon to edit.
4. Update the transaction details as needed. 
   • ❗To protect important data, not all fields in a transaction can be edited, and there are restrictions on when the amount field of a fee or payment can be changed. Learn more.
5. Click Save Changes. 

⚙️ User Permissions may limit access to this feature or functionality.