How do I move an income entry to Expenses or an expense to Income?

Use Correct transaction type when a real transaction was put in the wrong ledger. This is different from Omit: Omit means the row is real but should not count; a type correction means it should count on the other side of your books.

Income that should be an expense

1. Open Review income.
2. Find and expand the entry.
3. Choose This is an expense.
4. Review the date, merchant, amount, currency, expense category, Tag, and notes. An expense category is required.
5. Choose Move to Expenses.

Expense that should be income

1. Open Review expenses.
2. Find and expand the transaction.
3. Choose More actions → This is income.
4. Review the date, payer, amount, currency, income category, payment method, Tag, description, and reference.
5. Choose Move to Income.

What ExpenseBot changes

• ExpenseBot adds one correctly typed row to the other ledger.
• The original row, source link or receipt, notes, and audit history stay in your Google Sheet.
• The original is marked Omitted so future reports and calculations count only the corrected row.
• The correction is recorded in lineage with both durable row identities.
• A successful correction shows Undo. Undo omits the generated row and restores the original; it never deletes either record.

Reports you already generated remain snapshots. Regenerate an affected P&L, Year-End report, or other report so it uses the corrected ledger.

When the action is unavailable

• Restore an already omitted source before correcting its type.
• Remove an expense split before moving that expense to Income.
• Return an expense set aside for tax review to Use category default first.
• Historical rows without a stable Record ID or Receipt ID stay read-only; correct those in the Google Sheet or contact support@expensebot.ai.

One correction becomes a private, user-local learning signal. ExpenseBot does not automatically move future transactions after one or two clicks. Undo also reverses that signal.

If the row is already in the correct ledger and only its Category or Tag is wrong, edit that field in Review Income or Review expenses instead. If the row is a duplicate or should not count anywhere, use Omit rather than changing its type.

🔗 Related: Personal and omitted transactions