sycamore

edit a transaction's category or memo

for entries that landed in the wrong category, or where you want to add a memo for context. only manual entries can be fully edited — auto-fed entries (pawpaw, sassafras, etc.) are mostly read-only because the source of truth is the originating app.

3 steps~2 min
  1. 1

    find the transaction

    in the ledger, search or filter to the row.

  2. 2

    click the row to open the edit dialog

    the dialog shows date, amount, category, memo, and source. recategorize by picking a different account; add a memo for tax-time context ("client meeting at coffee shop").

  3. 3

    save

    the entry updates immediately. the p&l re-aggregates the next time you open it.

    tip

    if you re-categorize the same vendor every month ("shell" should always be "vehicle expense"), do it once and remember the pattern — sycamore doesn't auto-learn yet, but consistency makes year-end faster.

was this article helpful?
yesno

still stuck?

we respond to every message within 24 hours.

contact us

more in sycamore

all sycamore articles