The quick read
Key points
- Identify the original entry and source.
- Keep a clear correction note.
- Check reports and future automation.
Identify the exact difference
Start with the source date, amount and account. Determine whether the problem is missing activity, a duplicate, a wrong category, a wrong property or a timing difference. Save the supporting document before changing anything so the reason remains reviewable.
Trace the original workflow
Open the transaction and check whether it came from an import, manual entry, recurring template or connected record. Inspect related transfers or split lines. Correcting only one side of a linked movement can create a second problem.
Use the supported correction path
Use the app’s edit, reversal or balanced-journal workflow appropriate to the record. Explain what was wrong and which source supports the change. Ask your accountant before changing a reviewed period or posting an adjustment you cannot explain.
Check the result and the cause
Re-run the affected account and property reports. Confirm both the amount and its classification. If a saved rule or recurring template caused the error, review its future behavior as well as the existing entry. Do not assume changing a template repairs prior postings.
Before you finish
- Identify the original entry and source.
- Keep a clear correction note.
- Check reports and future automation.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.