Management

This doc will teach you how to manage your Expenses data that is in Cash Compass. This will include:

1. Updating an existing Category
2. Deleting an existing Category
3. Updating an existing Transaction
4. Deleting an existing Transaction
5. Exporting your Expenses data

Updating an existing Category

1. Open the Expenses menu in the top navigation bar and click on the All Categories link.
2. Click on the Category you want to update.
3. Update the fields you want to change.

Field Name	Usage
Label	Helps you identify the category.

4. Click the Update button.

Deleting an existing Category

danger

Deleting a Category is permanent and cannot be undone.

1. Open the Expenses menu in the top navigation bar and click on the All Categories link.
2. Click on the Category you want to delete.
3. Click the Delete button. It will ask you to confirm the deletion.

Updating an existing Transaction

1. Open the Expenses menu in the top navigation bar and click on the All Transactions link.
2. Click on the Transaction you want to update.
3. Update the fields you want to change.

Field Name	Usage
Transaction Date	The date of the transaction (defaults to today).
Amount	The cost of the transaction.
Category	The category the transaction belongs to.
Description	Helps you identify the transaction.

4. Click the Update button.

info

You can utilize the voice input option while updating a Transaction as well. Read more about it in the Input doc.

Deleting an existing Transaction

danger

Deleting a Transaction is permanent and cannot be undone.

1. Open the Expenses menu in the top navigation bar and click on the All Transactions link.
2. Click on the Transaction you want to delete.
3. Click the Delete button. It will ask you to confirm the deletion.

Exporting your Expenses data

1. Open the Profile menu in the top navigation bar and click on the Account link.
2. Scroll down to the Data section and click on the Export link under the Expenses heading.
3. Click on the Export button. This will download a CSV file with your Expenses data.