How to edit or delete an expense safely

Editing or deleting an expense can change profit, account balances, reports, and daily reconciliation. It should be done carefully, especially when the expense is linked to a supplier bill.

When to edit an expense

• The amount is wrong.
• The account is wrong.
• The category is wrong.
• The note needs correcting.
• The receipt needs adding or replacing.
• The date or time is wrong.

When to delete an expense

• The expense was entered twice.
• The expense was created by mistake.
• The transaction did not really happen.
• The record belongs somewhere else and should not exist as this expense.

Be careful with linked bill payments

• If the expense says Linked to bill payment, open the bill first.
• The bill may control the payment and outstanding balance.
• Changing only the expense could make the bill and expense records inconsistent if not handled correctly.

After editing or deleting

• Check the Expenses tracker again.
• Check the Accounts page if the account changed.
• Check the Dashboard if the expense affected today or another trading day.
• Check Reports if the expense was in a past period.