Tenant Ledger

Edit a miscellaneous transaction

Editing a miscellaneous transaction lets you correct its details — the amount, date, income account, memo, the bank account, or the property it’s tied to.

When to use it: any time the transaction was recorded with the wrong information and you need to fix it.

Before you start

Steps

  1. In the left sidebar, click Banking, then click the Misc Transaction button to open the Miscellaneous Transactions page.
  2. Open the transaction to its Summary page.
  3. Open the Action menu (top right) and choose Edit Transaction. The edit screen opens with the current values filled in.
  4. Change any of the details:
    • Property, Bank, Date, Method (and Check # if the method is Check).
    • Account, Memo, and Amount in the table below.
  5. Click Submit.

What you’ll see

You return to the transaction’s Summary page with your changes applied, and the bank account’s balance updates to match the new amount.

Tips

  • To change which deposit a transaction belongs to, work from the deposit instead — open the deposit and remove or add the transaction there. See Create a deposit batch.
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Still stuck? Email support@tenantledger.com and a real person who knows the product will help.