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Resource Center

View personal banking resources and calculators from Cadence Bank to help you streamline the way you manage your money and improve your financial health.

How do I edit a transaction?

 

Click on a transaction to open the transaction detail view. To categorize a transaction, click on the category field of the transaction line and select from the drop down menu. You can also edit other transaction details like payee description, tags, flags and memos, as well as split a transaction from this view.




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