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How to Edit and Manage Bank Transactions

Learn how to update transaction details directly in the Bank Transactions Table in Tyms.

As you review your financial activity, you may need to correct descriptions, reassign categories, or update amounts. Tyms allows you to edit all transaction details inline, making updates quick and seamless.

Steps to Edit Bank Transactions:

  1. Go to the Bank Transactions table by clicking Transactions in the top navigation bar.

  2. Use the Search Bar or scroll through the list to find the specific transaction you want to edit.

  3. All fields in the Bank Transactions Table are editable. Click on any field to make updates.

  4. Changes are saved automatically in real time as you edit.

Tym’s in-table editing makes it easier to clean up records, fix errors, and ensure your financial data is always accurate, without opening separate modals or forms.

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