# Edit, split or delete a transaction Open a transaction in Transactions to change its details, split a bill or exclude it, and restore deleted ones from Trash within 30 days. ## Open a transaction Every change starts from the transaction in **Transactions**. 1. On a computer, select **Open Menu** (the ⋯) at the end of the row, then **Edit**. On a phone, tap the transaction. 2. Make your changes, then select **Confirm**. **Cancel** closes without saving. ![A transaction's menu with Edit, Set recurring, Exclude and Delete](https://treasury.sh/help/transaction-row-menu.webp) On a computer, you can also select the category in a row and pick another. That saves straight away. ## Change the category, amount, name, date or notes A transaction's edit window has a button for each detail. Each opens a small box. On a phone, select **Confirm** in the box; on a computer, select outside it. Your change is saved when you select **Confirm** at the bottom of the window. - **Category**: select a category. Select it again to clear it. - **Edit amount** (the coins): type a **New Amount** and choose **Out** or **In**. You can also change the currency. **Original Amount** shows what your bank sent. - **Rename transaction** (the T): type a **New Name**. - **Edit date** (the calendar): pick a day. - **Edit notes**: type a note for yourself. - **Tags**: select **Add tag** (the +). See [Tag transactions](https://treasury.sh/help/tags). When your bank later updates a transaction, Treasury keeps your name, amount, currency, category, notes, tags and exclusion. The date follows the bank's, even one you set yourself. If your bank removes a transaction, Treasury removes it too, without keeping it in Trash. ## Split a shared bill Treasury can't split one transaction into several transactions or categories. **Quick Split** changes the amount to your share instead, so only your part counts. 1. Open the transaction and select **Edit amount** (the coins). 2. Under **Quick Split**, select **50%**, **33%** or **25%** of the original amount. 3. To ask a friend for the same share, select **Request on Venmo** (the Venmo logo, or **Request** on a phone). Venmo opens with the amount filled in. 4. Close the box (**Confirm** on a phone), then select **Confirm** to save. The Venmo request only appears for US dollar transactions. Treasury doesn't send or request money itself. ## Exclude a transaction from your budgets An excluded transaction stays in your list but doesn't count toward budget totals. It also leaves [Turbo-Review](https://treasury.sh/help/review-transactions#turbo-review). 1. In **Transactions**, select **Open Menu** (the ⋯) on the row. 2. Select **Exclude**. It saves straight away, and the row shows a crossed-out box beside the name. On a phone, tap the transaction, select **Exclude from calculations**, then **Confirm**. To count it again, select **Include** in the same menu. On a phone, tap the transaction, select **Include in calculations**, then **Confirm**. A transaction has no **Exclude from Budget** button: that name belongs to a [transfer setting](https://treasury.sh/help/transfers#handling). See [Budget totals explained](https://treasury.sh/help/budget-totals#transfers) for what totals count. ## Edit many transactions at once On a computer, you can change many transactions together. Phones don't show the tick boxes. 1. In **Transactions**, tick the box beside each transaction. Hold Shift to tick a run of rows, or tick a date to select that whole day. 2. In the bar that shows how many rows are selected, choose **Set Date**, **Tag**, **Categorize** or **Delete**. A selection covers only the page you're on. **Tag** replaces each transaction's tags with the ones you pick. Applying it with none picked removes all their tags. There's no bulk exclude. ## Delete a transaction Deleting moves a transaction to Trash. It stops counting toward your budgets, and nothing changes at your bank. 1. In **Transactions**, select **Open Menu** (the ⋯) on the row, then **Delete**. On a phone, tap the transaction, then select **Delete transaction** (the bin). 2. Select **Delete** to confirm. ![The Delete Transaction dialog for a Chipotle charge, saying it moves to the trash and is permanently deleted after 30 days](https://treasury.sh/help/delete-transaction-dialog.webp) To delete many at once, see [edit many transactions at once](https://treasury.sh/help/edit-transactions#bulk). ## Restore a transaction or empty Trash Trash keeps deleted transactions for 30 days, then removes them for good. 1. In **Transactions**, select **Trash** (the bin with a count). 2. On a computer, select **Open Menu** (the ⋯) on a row. On a phone, tap the transaction. 3. Select **Restore** to put it back, or **Delete Forever** to remove it now. Confirm with **Delete Forever**, or **Confirm Delete Forever** on a phone. On a computer, you can tick several and select **Restore** or **Delete Forever**. To empty Trash, select **Delete All** (on a phone, the bin), then **Delete Forever**. > [!CAUTION] > **Delete Forever** and **Delete All** can't be undone. ## Get help with a transaction Treasury AI can explain a transaction, but it can't edit, categorize or delete one for you. You can also open **Help & feedback** at the bottom of the sidebar, or in **Settings** on a phone. See [What never to send](https://treasury.sh/help/contact-support#safety). --- Open Transactions in Treasury: https://app.treasury.sh/transactions Page: https://treasury.sh/help/edit-transactions Last checked against the app: 2026-11-04