xBoox

Edit or delete a manual transaction

Correct an eligible manual Expense or Income while preserving protection for bank-linked and reconciled records.

Edit one transaction

  1. Open Expenses or Income.
  2. Find the transaction using Search, Date, or Category filters.
  3. Open the transaction row.
  4. Update the available fields.
  5. Save the transaction and wait for the success confirmation.

When editable, Bank Memo accepts up to 1,000 characters and Note accepts up to 2,000 characters. The same limits are checked in the form and again when xBoox saves the transaction.

Use list actions

Select one or more rows to reveal Delete, Export CSV, and Clear actions in the Transactions header. Open a single transaction row to edit it. Clear removes the current selection without changing transactions.

On a phone, bulk selection is not shown. Select a transaction card to open its details. Swipe a card to the left to check its deletion state. An eligible manual Expense shows an active Delete action; a protected record shows the same action in a disabled state. Swipe deletion uses the same server protection rules as desktop deletion.

Delete protection

xBoox soft-deletes eligible manual transactions instead of erasing their history immediately.

  • An unmatched and unreconciled manual transaction may be deleted.
  • A transaction created from Bank Transactions must be undone from Banking.
  • A matched transaction cannot be deleted as an ordinary manual record.
  • A reconciled transaction requires reopening the reconciliation first.
  • Bulk delete may delete eligible rows and skip protected rows in the same request.

Backend validation is authoritative. If the screen and saved accounting state differ, xBoox follows the server protection rule.