Income & finances

Edit or delete a one-time expense safely

Edit preserves its date; deleting a one-time expense is immediate and has no confirmation dialog.

Step by step

1. Open “Summary” from the sidebar.
2. As owner, open Summary in the correct location and choose a period containing the expense. In Expenses in this period, identify description, amount, date and One-time label; a recurring instance is edited through its rule instead.
3. For a correction, click the row’s pencil, change description or nonnegative amount and Save. The date stays unchanged; it is not editable in this modal. Close/Cancel without saving leaves those fields as before. Recheck the same period and totals after saving.
4. Delete expense removes that one-time row immediately, without a second confirmation. Check the exact record before pressing its trash button. It does not refund a purchase or reverse a bank payment. Reload to verify removal and the changed expense total.
5. After a timeout, reopen the period before repeating any save/delete. There is no one-click undo or date correction here. For an accidental removal or wrong original date, keep the original evidence and arrange one deliberate corrected record with the intended date; avoid duplicate expenses and contact support if uncertain.

Feature availability depends on your plan and permissions.