Step 1
Open the transaction record.
Step 2
Update the fields you need.
Step 3
Save the change and confirm the result.
Common questions
Where do I edit a transaction?
Open Transactions, pick the row, and update the fields you want to correct. That is the best place to fix categories or notes.
What if a merchant name is too messy?
Use the simplified title where available, but keep the raw description intact so Clover can preserve traceability.
Related help
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