Edit or Delete a Transaction

Accessing Transaction Details

In Dialcash, all your transactions are accessible for review.

You can view transaction details by:

• Tapping a transaction in the recent movements list
• Or selecting it from the complete transaction list

Tapping on a transaction opens a view with all its information.

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Available Information in a Transaction

In the detail view you can see:

• The amount
• The type (expense or income)
• The date
• The associated account
• The description (if one was added)

This view allows you to confirm everything is correct before making changes.

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Editing a Transaction

Editing a transaction is useful when:

• You made a mistake in the amount
• You chose the wrong category
• You recorded the transaction in the wrong account
• You need to correct the date

When you edit a transaction:

• The account balance updates automatically
• The budget recalculates if the account is a main account

You don’t need to delete and create again; editing is sufficient.

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Deleting a Transaction

Deleting a transaction is recommended when:

• The record was a mistake
• You duplicated a movement
• The transaction never actually occurred

When you delete a transaction:

• The account balance adjusts
• The budget reflects the correct state again

Deleting doesn’t damage your information; it simply reverses that movement.

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Edit or Delete?

A simple rule:

• ✏️ Minor error → Edit
• ❌ Incorrect record → Delete

Both options are safe and designed to correct human errors.

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Changes Reflected in Real Time

Any edit or deletion:

• Reflects immediately in the history
• Updates the account balance
• Adjusts the budget if applicable

There are no extra steps or hidden confirmations.

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Best Practices

• Review your transactions frequently
• Correct errors as soon as you detect them
• Don’t be afraid to edit or delete

Dialcash is made to adapt to you, not to punish you for making mistakes.

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Summary

• You can access the details of any transaction with a tap
• Editing and deleting are safe actions
• The system adjusts automatically

Controlling your money also means being able to correct it.