Deleting a transaction (How To)

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the_scottster
the_scottster Member ✭✭✭
edited February 2 in Managing Your Transactions

I was surprised to find that after entering a transaction, I couldn't easily delete it.

Looks like there is a workaround though:

  • Edit the transaction and set the date to a future date
  • Save
  • The transaction no longer appears in the register; instead, it's a box above the register.
  • That box has a hamburger menu (3 vertical dots) and one of the entries on the dropdown is Delete.

Hope this helps someone else!

Long time Mint user jumping into Simplifi-world!

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  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Options

    Or you can select the transaction, wait for the pencil to show up in the transaction list, click on the pencil. On the dialog, click on delete transaction. The option above works too.

    You can use the edit option below to select and delete multiple transactions.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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