Adding, editing, and deleting transactions
Most of your transactions will come in through a CSV import, but there are plenty of reasons to add or adjust them by hand — most often, to assign payees or categories. This page covers those manual flows.
Adding a transaction
Right-click any row in the transactions table and choose Add Transaction. A new empty row appears, ready for you to fill in Date, Payee, Category, Amount, and (optionally) Memo. Tab from cell to cell as you type; the row saves automatically when you move on.
If a rule matches the memo you just typed, it will fill in the payee and category for you (unless you already filled them in — rules never overwrite values you typed by hand).
Editing an existing transaction
Click any cell in the Date, Payee, Category, Amount, or Memo column to select it, then:
- Start typing to overwrite the value.
- Press Enter or double click the cell to open the cell's editor (a date picker for Date, an autocomplete for Payee and Category, a number input for Amount).
- Press Escape at any point to cancel before the edit is saved.
The Balance column is read-only — it's always the running balance through that row, so editing it doesn't make sense. To change it, adjust an Amount somewhere in the history.
Deleting one transaction
Right-click the row and pick Delete Transaction.... LedgerBear asks you to confirm, then removes it.
Deleting several transactions at once
- Mark each row you want to delete by clicking its checkbox (far-left column). A selection count shows up at the edges of the table.
- Right-click any row and pick Delete N Transactions... (the label updates to reflect how many rows are marked).
- Confirm.
You can also shift-click a checkbox to select a range, which is useful when you're cleaning up a big mis-import.