# Add or edit a manual bank transaction

Record a bank item, review its details, and understand editing and deletion limits.

Canonical: https://demo.qixcount.com/help/banking/add-a-manual-transaction

Who can do this: Owners, or people with *Create bank accounts/transactions* and *View reconciliations*

Where: Banking, then Bank accounts

You'll need: An active bank account

Enter a bank record manually when it is not arriving through a statement import or connection.

## Add the transaction

1. Open **Banking**, then **Bank accounts**.
2. Select the account.
3. Select **Add Transaction**.
4. Review the preselected **Bank Account**.
5. Enter **Date**.
6. Select **Type**.
7. Enter **Amount**, at least 0.01.
8. Enter optional **Payee**, **Check #**, **Reference**, and **Description**.
9. Select an optional **Category**.
10. In Nonprofit, review **Financial coding**.
11. Select **Save Transaction**.

![Manual bank transaction form with date, type, amount, and category](https://demo.qixcount.com/images/help/banking-manual-create.webp)

The type choices include **Deposit**, **Withdrawal**, **Fee**, and **Interest**. For a transfer or adjustment, contact support before entering or posting it: those choices do not consistently handle the direction across the banking balance and ledger posting. A transfer also does not create a corresponding record in another bank account.

The payee limit is 200 characters, reference limit 100, and check-number limit 50. New records have pending bank status.

## Edit or delete a record

Open **Banking**, then **Bank accounts**, select the account, and select **View All** under **Recent Transactions**. Select the record's description in **Bank Transactions**. If it has no linked journal and is not reconciled, select **Edit Transaction**, change the details, choose **Pending** or **Cleared** under **Status**, then select **Save Changes**. The bank account itself is read-only on the edit form. Saving an edit opens the transaction details.

> [!WARNING]
> Editing a bank record does not update its linked journal. If **Matched Journal Entry** appears, have your bookkeeper check the original accounting record before changing or deleting the bank record. Nonprofit also blocks changes to posted bank source amounts and coding.

**Delete Transaction** removes the bank record and recalculates the banking balance. QixCount refuses while the record is linked to a journal or a match. Reverse the journal or remove the match first. In General, you can then delete the record, and the journal and its reversal stay in the ledger. In Nonprofit, a record with a reversed journal that it created is kept as history and can't be deleted. If it was matched to a journal from another source, reversing that journal releases the link and the unlinked, unreconciled bank record can be deleted. Reconciled transactions cannot be edited or deleted through these controls.

## What happens next

You return to the transaction list. [Categorize and add the record](https://demo.qixcount.com/help/banking/categorize-a-transaction) if it needs a ledger posting, or [match it](https://demo.qixcount.com/help/banking/match-a-transaction) to activity already recorded.

## Good to know

Saving this form updates the banking balance; it does not create a journal entry in the books.

## Who can do this and what you need

You need *Create bank accounts/transactions* and an active bank account. Viewing records needs *View reconciliations*; editing needs *Edit bank transactions* and deletion needs *Delete bank transactions*. Owners have these permissions.