There are two ways to modify expenses: directly in the Summary of Expenses screen (the first screenshot below), or in the Detailed Expenses screen (the second screenshot below).
Modify in Summary of Expenses Screen
1. Find the correct category on the Summary of Expenses screen, which is invoked via clicking on the ‘Expenses’ tab in the Form Selection toolbar on the far left side of the screen.
2. Double click in the Amount text field on the right and enter in your new summary total.
3. Click anywhere outside of the field and then on the ‘Save’ button; or, if you would like to undo your changes, click on the ‘Cancel’ button.
Modify in Detailed Expense Screen
- Find the proper category in the Summary of Expenses screen and click on the appropriate category link (e.g., ‘Premium on Trustee’s Bond). This opens the Detailed Expenses for that category:
- Select the item to edit in the grid by double clicking inside the text field.
- Click on the ‘Edit’ button to make any necessary changes; or, double click on an item on the grid to directly enter into “edit mode” and make changes.
- Click on ‘Save’ to save your changes or on ‘Cancel’ to exit “edit mode” without saving your changes.