Changing a transaction description

You can change the description that shows in the individual transactions (bottom) grid in the following way:

  1. Select an item in the top grid. The new description you create in the bottom grid will be associated with this item.
  2. Your cursor will appear in the bottom grid. Type in the new description.
  3. Enter transaction details as normal.

Note: You can only edit descriptions in the bottom grid. You cannot change the Descriptions in the top grid as they are set by HM Revenue & Customs.