If an expense has incorrect data, edit the recorded row rather than deleting managed transaction history.
Correct a field Open your master Google Sheet and correct the amount, merchant, category, date, tag, or notes in that row. The Review Expenses screen is a live view of the same sheet, so the corrected value is used in future reports. For a corrected date, regenerate the affected report. You do not need to delete or rescan the receipt.
Set aside a possible capital purchase
Open Review Expenses, expand the transaction, choose
More actions, then Set aside for tax review. The expense and
receipt remain in your records, but future tax reports assign $0 current-year
deduction and mark it Capitalized / review. Existing reports remain
snapshots, so regenerate Year-End afterward. ExpenseBot does not decide the
final depreciation, basis, or payment-year allocation. You can review the
treatment yourself or with a tax professional.
Transaction on the wrong side of your books? If an expense was recorded as income (or income as an expense), don't omit it and re-enter it by hand. In Review Income choose This is an expense, or in Review Expenses choose More actions → This is income. ExpenseBot keeps the original evidence, adds one corrected row, and gives you Undo. See Correct transaction type.
Remove a duplicate or unusable transaction from calculations Open Review Expenses and choose Omit. The original row and receipt stay available for audit, but the transaction is excluded from future reports, year-end and tax calculations, exports, analytics, Cash Radar, and scheduled summaries. You can restore it later.
Need the receipt extracted again? Contact ExpenseBot Support from the app and identify the receipt. Support can reprocess the source safely without asking you to delete managed rows or alter ExpenseBot's Gmail labels.
Example: if a $75 hotel receipt appears twice, keep the correct row and Omit the duplicate. If the only row says $57 instead of $75, edit the amount on that row.
🔗 Full picture: Personal & omitted transactions — effects on reports and tax