> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Transaction Management
> Edit, move, split, or delete a transaction, and act on similar transactions in bulk
To act on a transaction, open the account it belongs to from Chart of Accounts, tick the checkbox next to the transaction, then choose an action from the toolbar that appears at the bottom of the screen: **Scan Similar Transactions**, **Move**, **Split**, **Edit**, or **Delete**.
## Scan Similar Transactions
Use Scan Similar Transactions to find other transactions that match the one you've selected, so you can move, update GST on, or delete them all at once instead of one at a time.
Tick the checkbox next to a transaction, then click **Scan Similar Transactions** in the toolbar. Ezyiah finds other transactions with a matching description and groups them together.
Each match shows its date, description, category, source, amount, GST, and net. Use **Select all** or tick individual matches to choose which ones the bulk action applies to.
With your matches selected, choose **Delete**, **Move**, or **Update GST** to apply that action to every selected transaction at once.
## Move a transaction
Use Move to reassign a transaction to a different account. You can also set an AI Memory preference so Ezyiah remembers this coding choice for next time.
Tick the checkbox next to the transaction you want to move, then click **Move** in the action toolbar.
The Move Account dialog opens. Click the **Select Account** dropdown and choose the account to move the transaction into. You can search by account name or code.
Click the **AI Memory** dropdown and choose how Ezyiah should handle this coding preference in future:
* **Remember for this client** — applies this coding to matching transactions for this client only
* **Remember for every client** — applies this coding to matching transactions across all clients
* **Don't Remember** — this move won't be saved to AI Memory
Once the account and AI Memory preference are set, click **Move**. The transaction moves immediately.
## Split a transaction
Use Split to divide one transaction across multiple accounts. This is useful when a single bank entry covers more than one expense category.
Tick the checkbox next to the transaction you want to split, then click **Split** in the action toolbar.
The Split Transactions dialog opens showing the original transaction at the top with its amount, GST, and net, along with the split amount and the remaining amount still to be allocated.
Fill in the **Description** (optional), **Account**, **Amount**, **GST**, and **Net** for the first split. Click **Add Split** to add another line if you need to divide the transaction across more than two accounts.
The amounts across all splits must add up to the original transaction total before you can save.
Once every split is filled in and the amounts reconcile, click **Save**.
## Edit a transaction
Use Edit to update the date, description, amount, GST, or net on an existing transaction.
Tick the checkbox next to the transaction you want to edit, then click **Edit** in the action toolbar.
The Edit Transaction dialog opens showing the current date, description, amount, GST, and net. Update any fields you need to change, then click **Save**.
## Delete a transaction
Use Delete to permanently remove a transaction from the Chart of Accounts. This action cannot be undone.
Tick the checkbox next to the transaction you want to delete, then click **Delete** in the action toolbar.
A confirmation dialog appears asking you to confirm. Click **Delete** to permanently remove the transaction, or **Cancel** to go back.