I can't change a transaction

A transaction won't accept your change, a control is missing, or a message says the transaction is locked.

The transaction is reconciled

A lock icon replaces the cleared circle. In Details, the Reconciled — locked row has an Unlock button.

• Changing the date, amount, payee or account opens the "Reconciled transaction" dialog. Select Change it anyway to continue or Keep as is to cancel. The dialog asks once for each transaction until you reload the page.
• Changing the category, notes, tags or reviewed mark never asks.
• You can't change the cleared status or delete the transaction until you remove the lock.
• You can't move a transfer or turn it into a normal transaction while either side is reconciled. Remove the lock from the reconciled side first.

To remove the lock:

1. Select the lock icon on the transaction, or Unlock in the Reconciled — locked row in Details.
2. In the "Unlock this transaction?" dialog, select Unlock. To cancel, select Keep it locked.

Only that transaction loses its lock, not its split lines or its transfer partner. See To review, Cleared and Reconciled.

Your bank controls the cleared status

The cleared control is a clock (pending) or a check (posted) instead of a circle you can select. Your bank sets this status at each sync. Clear and Unclear in a bulk change skip these transactions.

You can change the status of transactions you entered by hand, and of any transaction in an account with no bank connection.

In a bank-linked account whose Balance from setting is Balance only, there is no cleared control at all: every transaction in it is Cleared, and Unclear in a bulk change skips them. See Transactions or Balance only for a bank account.

You can still change a bank transaction's date, amount, payee, category and notes. You can't move it to another account: it stays in the account your bank put it in, and Details shows no Account choice for it. See Edit a transaction.

It is a split transaction

The Category column shows Split (N) and no category picker. Each line of the split has its own category.

1. Select the transaction to open Details.
2. Change the lines, then select Save. On a computer you can also edit a line in the list. On a phone you can change a line's category on the card, except on a line that is a transfer.

Changing the amount of a split changes only its total. The lines stay as they are, and a gold "left" or "over" amount shows until they add up. A line has no date of its own, so change the date of the split transaction. See Split a transaction.

It is a transfer

The Payee column shows "To" or "From" and an account name. The Category column shows Transfer.

• A transfer has no payee. It has no category either, except the budget side of a transfer to or from an off-budget account.
• To change the amount, edit the Amount column on a computer. The change applies to both sides. Details has no amount field for a transfer, so you can't change a transfer's amount on a phone.
• To move a transfer or turn it into a normal transaction, see Record a transfer between accounts. You can't move a transfer when the other side came from your bank or is a line of a split. Unlink the transfer, then make a new one.

The transaction is in an off-budget account

The Category column shows a dash (—) and has no picker, because the account is outside your budget. See On-budget and off-budget accounts.

The account is closed

Transactions in a closed account don't appear under All accounts, On-budget or Off-budget. The account is missing from the account button at the top left. A transfer to it fails with "That account is closed." Reopen the account first. See Close, reopen or delete an account.

You are on a phone

The list shows cards. You can't edit the date, payee, notes or amount in the list.

1. Select the card to open Details.
2. Change the fields, then select Save.

The category picker, the reviewed button and the cleared button still work on the card.

Still not fixed

Email support@goodsteward.io with the message you see, the account, what you tried to change, and the device you use (phone or computer).