how can I edit an income amount and save it?

Rtpa@4106
Rtpa@4106 Member
edited February 2 in Managing Your Transactions

How can I edit an income amount and save it? When I edit the income amount, I don't see a save button. If I click my cursor off of the edited page, a pop-up shows that says 'Just Checking' and gives me two options 'Go Back" and 'Discard Changes' which doesen't help me.

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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @Rtpa@4106, thanks for posting!

    If you're using a computer with a smaller screen, you may need to reduce the zoom to see the "Create" button.

    Let us know if this works for you!

    -Coach Natalie

    -Coach Natalie

Answers

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Are you trying to enter income in the spending plan? If so, check this link out.

    1. Hover over the panel on the left-hand side and select Spending Plan.
    2. In the Income after bills and saving section, locate the line for Income and select the three dots at the end of it.
    3. Select Set custom income.
    4. Enter the custom income amount and click Set Amount when done.

    You are right, there is no save button here.

    Or, are you asking about saving a transaction with an income category? If so, check this out. I also remember no save button, just an undo popup when the transaction is updated.

    If I am off, can you please give us more info?

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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