As you review your financial activity, you may need to correct descriptions, reassign categories, or update amounts. Adam allows you to edit all transaction details inline, making updates quick and seamless.
Steps to Edit Bank Transactions:
Navigate to the Data Table section from the sidebar and select the Bank Transactions Table.
Use the Search Bar or scroll through the list to find the specific transaction you want to edit.
All fields in the Bank Transactions Table are editable. Click on any field to make updates.
Changes are saved automatically in real time as you edit.
Adam’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.