You can change the details on any transaction in Monarch, whether you are correcting a single miscategorized purchase or updating dozens at once. Editing lets you fix merchant names, recategorize spending, add context with notes and tags, and keep your reports and budget accurate. This article covers editing one transaction, editing many at the same time, using rules to apply changes automatically, and deleting transactions.

Table of Contents

• What you can edit
• Editing a single transaction
• Editing multiple transactions at once
• Creating a rule to automatically edit transactions
• Editing pending transactions
• Deleting transactions
• Deleting multiple transactions at once

What you can edit

On any transaction you can update the merchant name, category, date, notes, and tags. You can also split a transaction, hide it, mark it for review, delete it, or upload an attachment.

Editing a single transaction

1. Go to Transactions
2. Select the transaction to expand its details
3. Update the field you want to change

Changes save as you make them. When you edit a transaction, Monarch offers to save your change as a rule so the same edit applies automatically in the future.

Editing multiple transactions at once

You can change the merchant name, category, date, and notes, and add attachments, across many transactions in one pass. This works from the Transactions page or from an individual account's page.

1. Go to Transactions, or go to Accounts and select a specific account to edit only its transactions
2. On web, select Edit multiple.
   On mobile, tap the checkbox icon next to the plus sign in the top right
3. Use the checkboxes to select the transactions you want, or select All transactions at the top
4. Select Edit #
5. Make your changes and select Save
6. Review the summary and select Apply to all (#) (on mobile, tap Apply)

Creating a rule to automatically edit transactions

If you want the same change applied to every matching transaction going forward, a rule is faster than editing in bulk. For example, to move all your Nordstrom transactions from Shopping to Clothing, create a rule once and Monarch applies it automatically. You can set up and review rules in Settings > Rules, or save one directly from a transaction you just edited. See how transaction rules work for the full setup.

Editing pending transactions

By default, pending transactions cannot be edited. To allow edits on pending transactions, go to Settings > Preferences and toggle on Allow edits to pending transactions.

 When your bank moves a transaction from pending to posted, Monarch carries your edits over to the posted version — category, merchant name, notes, tags, review state, splits, and attachments all stay put, and you keep a single transaction rather than a duplicate.

Note: Some banks don't tell us which posted transaction corresponds to which pending one. In those cases Monarch matches them using the amount, date, and description. This works in the large majority of cases, but if the posted version arrives different enough from the pending one, we may not be able to identify them as the same purchase and you'll see both transactions. If that happens, you can delete the duplicate.

Deleting transactions

1. Go to Transactions and select the transaction to expand it
2. On web, scroll to the bottom of the details panel and select Delete transaction. On mobile, tap the three-dot menu in the top right, then tap Delete transaction

Deleting multiple transactions at once

1. On web, select Edit multiple.
   On mobile, tap the checkbox icon next to the plus sign in the top right
2. Use the checkboxes to select the transactions you want to remove
3. Select Edit > Delete # transactions