New

Join the Discussion

Get Involved

Join the conversation on LV Discussions. Log in or sign up to get access to the following features:

  • Ask questions and create new discussions
  • Search for topics that have members talking
  • Bookmark topics that interest you

Categories

Under: Welcome!
Editing a transaction
  • Tieche70
    Hello, I am new to LV and am wondering if someone can tell me how to edit an entered transaction. All I see is a hide & split option. Thank you!
  • Feedback from LearnVest
    Hi there,

    When you click on a transaction in your Inbox, you should see a window slide down. In the window there are buttons to hide and split a transaction, as you mentioned. You should also be able to edit the name of the transaction and refolder the transaction. Unfortunately you cannot currently edit the date or amount of the transaction, although these features are on our radar!

    I hope this helps - feel free to email in to feedback@learnvest.com if you have any other questions!

    Becky
    LearnVest Dedicated Support Team
  • nashrunner
    Changing a date would be most helpful. I had a credit card credit that posted on the first of a new month instead of the month that the charge posted. Now I have a huge "credit" on my budget which isn't really there.

    Please give us editable dates!
    Love Learnvest!
  • Feedback from LearnVest
    Hi nashrunner,

    This is very high on our list of features to add to the Money Center! Thank you for letting us know what you are interested in seeing, and know that we are working on it!

    LearnVest Dedicated Support Team
  • erin_paige
    I get paid on the 31st for the following month, is there anyway to change the date to the 1st so that it reflects in the budget for that month that I've had income?
  • Feedback from LearnVest
    Hi erin_paige,

    Unfortunately there is not a way to do this yet. Stay tuned!

    LearnVest Dedicated Support Team
  • bluluhu
    I echo nashrunner's request for having editable dates! Sometimes I also forget to write in a cash transaction until later, and though I'd like to change it to the actual date made, there's no way to do that.

    Thanks!
  • marclohse
    Yes, editable dates definitely! This is one of the only features, or lack there of, that is making me hesitate to switch to LV. Does anyone know when this may happen? thanks
  • mgeeze
    Seriously. This needs to happen SOON or I am switching to another budgeting program. I get paid the 27th of every month, so all my transactions from the 27th to the 31st get lumped into the previous month and I have to sort of guess how much I'll have in my budget for that week, then make cash transactions of all those transactions, and then hide every one. It's so annoying and I am eagerly waiting for this update.

Join the Discussion

Please log in or become a member (it's free!) to reply to a discussion.

UH OH! YOUR BROWSER IS NOT FULLY SUPPORTED BY LEARNVEST..

We currently support Chrome, Firefox, Safari, and Internet Explorer 8+.   Click Here To Upgrade