How do I change a transaction from an expense to income (or vice versa)?

If a transaction is showing as income when it should be an expense, or vice versa, you can update its transaction type directly in Origin.

Change the transaction type

1. Go to Spending > Transactions.
2. Select the transaction you want to edit.
3. Select the Edit (pencil) icon.
4. Under Type, choose Income, Expense, or Transfer.
5. Select Save.

Origin automatically updates the transaction amount:

• Income displays as a positive amount in green.
• Expense displays as a negative amount.
• Transfer is treated as money moving between your own accounts.

Common reasons to change a transaction type

You may want to update the transaction type if:

• A refund is showing as an expense.
• A reimbursement is categorized as an expense.
• Money you received through Venmo or Zelle appears as an expense.
• Cash back or rewards are showing as an expense.

What happens after I change the type?

Changing the transaction type updates:

• The transaction amount and sign.
• Spending reports.
• Budget calculations.
• Cash flow summaries.

Your bank's transaction history is not changed. The update only applies within Origin.