Find and fix transactions

Everyone makes a slip now and then: a wrong amount, a wrong day. In VIVA you can always find an entry and fix it. This chapter shows how.

Open your transactions

What you’ll do: see the full list of what you’ve recorded.

1. Tap More, then Transactions on a phone or tablet. On a computer, choose Transactions in the left-hand menu.

2. Scroll down to All Transaction History. Each row shows the description, category, amount and date.

   1

   1. 1 Search box

   1

   1. 1 Search box

   12

   1. 1 Search box
   2. 2 Filters

Look at another month

What you’ll do: move to a different month.

1. Use the month buttons at the top of the page: Previous month and Next month. You can also tap Jump to a month to choose one from a list.

   12

   1. 1 Previous month
   2. 2 Next month

   12

   1. 1 Previous month
   2. 2 Next month

   12

   1. 1 Previous month
   2. 2 Next month

A helpful tip

The totals at the top of the page change with the month, so they always match the list below.

Search

What you’ll do: find one entry by name.

1. Tap the box that says Search by description.

2. Type a word, such as “Hydro”. The list narrows as you type.

   1

   1. 1 What you typed

   1

   1. 1 What you typed

   1

   1. 1 What you typed

3. Clear the box to see everything again.

On a computer

Next to the search box there is a filter button, More filters, for narrowing the list by type (All, Expenses or Income), category or payment method. You can also change the order of the list beside it.

Look at one entry

What you’ll do: see the details of a single entry.

1. On a phone or tablet, tap the three dots beside the entry, then View. On a computer, click the eye button beside the entry.

2. Read the details, then close the window.

   

   

   

Edit or delete an entry

What you’ll do: change a mistake, or remove an entry.

1. Tap the three dots beside the entry. The choices include Edit and Delete. (On a phone or tablet, View is there too.)

   12

   1. 1 Edit
   2. 2 Delete

   12

   1. 1 Edit
   2. 2 Delete

   12

   1. 1 Edit
   2. 2 Delete

2. To fix it, choose Edit. Change what’s wrong, then tap Save. VIVA recalculates your figures straight away.

3. To remove it, choose Delete. VIVA asks you to confirm first.

   1

   1. 1 Cancel

   1

   1. 1 Cancel

   1

   1. 1 Cancel

If something goes wrong

A deleted entry can’t be brought back. If you aren’t sure, choose Cancel. To correct an entry, Edit is almost always the better choice.

You'll know it worked

You can always fix it. After you edit or delete, open Home. Money available has been recalculated to match.