Docs

Transaction correction at the source

You can correct the amount, date, wallet, type, category, person, tags, or note. After saving, Tetri recalculates related balances, budgets, tax estimates, and reports. Currency transactions keep their original amounts and rate.

DocumentationDocsGuideWallets And ActivityTransaction EditingData QualityCurrency History

Field that needs correction

Compare the amount, date, and wallet with the bank record, receipt, or cash movement. Category, person, tags, and note can change without affecting the wallet balance.

Date and exchange rate

The date determines the reporting period and historical exchange rate. A transfer between currencies should keep the amount sent and the amount received by the bank.

Balances and reports after saving

After saving, Tetri recalculates the wallet balance, matching budgets, tax estimates, forecasts, and reports. The amount and wallet affect the balance; the date and category determine the periods and groups where the transaction appears.

Optional details for later review

A person identifies who paid or received the money. Tags group project transactions, while notes and receipts keep purchase details. These fields can be left empty.