Sometimes after importing your transactions, you might need to edit or delete one or more of your transactions. Common scenarios include:
For a comprehensive overview of getting started with imports, see this article: Getting Started with ZenLedger.
How do I edit a transaction?
In the Transactions tab, you can edit a single transaction at a time.
For a guide to sorting and filtering your transactions, click here: Sort and Filter.
If you find a transaction that you think is a non-taxable transfer between your own accounts and ZenLedger marked it as a sale you can "Mark as Self-Transfer". For more information on self-transfers, see this article.
You can then re-run your tax calculations and our system will update your reports.
Deleting a Transaction:
To delete a transaction, simply click on the green drop-down arrow on the right of the transaction you wish to delete and select the last option, “Delete Transaction”.
If you've marked a set of transactions as self-transfers and are looking to delete them now, you simply need to click the green drop-down arrow next to the transaction and re-mark it as either 'incoming' or 'outgoing'. Then, go back to the green drop-down arrow and you will be able to delete the transaction.
If you find a duplicate transaction, you will simply delete it. Click on the green drop-down arrow on the right of the transaction and select “Delete Transaction”.
To re-run your tax calculations:
Go to the Dashboard tab and on the top right of the page, click on “Calculate Taxes”.
If you have any issues that need to be resolved, you can head over to the Taxes tab and on the Probable Missing Sources box, click on “Resolve Issues”. Once you are done updating those missing sources, you can go ahead and click on the “Finished” button on the top right of the page.
For a guide to navigating the Resolution Center portion of the process, please see the Resolution Center article.
For fixing incoming/outgoing and needs review items, please see this article.
If you need any assistance, please click on the chat button on the lower right of your screen to chat with us.