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How Move or Delete Transaction in Moneydance 2024?

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Jon Harper

20 Aug, 2024 06:53 PM

Hi!

I entered a transaction into the wrong account. I want either to 1) move the transaction to the correct account or 2) delete the transaction. How do I do one or both in Windows Moneydance 2024?

Thanks.

1. 1 Posted by dwg on 20 Aug, 2024 10:19 PM

   

   Pretty straightforward but not obvious

   1. To move a transaction, right click on it and select Batch Change --> Account

   Batch Change can do many things hence the generic name.

   2. To delete a transaction you can right click on it and select Delete, or if the transaction is selected use the Delete key on the keyboard.

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2. 2 Posted by Squander1208 on 21 Aug, 2024 11:03 AM

   

   Thank you, DWG. Both of those techniques did indeed work after I restarted the program.

   Jon

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3. Maddy closed this discussion on 21 Aug, 2024 11:12 AM.