If an expense has incorrect data, edit the recorded row rather than deleting managed transaction history.
Correct a field Open Review Expenses, find the expense, and select its merchant, date, or displayed amount. Correct the merchant, date, currency, subtotal, tax, tip, misc, or total, then select Save changes. You can edit the fields in any order; ExpenseBot checks the completed values when you save. Subtotal, tax, tip, and misc must add up to the total. An expense that only has a total can keep the other amounts at zero.
ExpenseBot updates the saved home-currency values using the transaction date and corrected currency. If the expense has an active split, remove the split before changing its amounts, currency, or conversion date. The corrected value is used in future reports; create an affected report again when it should include the correction. 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 hotel receipt appears twice, keep the correct row and Omit the duplicate. If the only row has the wrong total, open it in Review Expenses and correct the amounts there.
🔗 Full picture: Personal & omitted transactions — effects on reports and tax