Approving Transactions

In Peak Budget, transactions can be either approved or unapproved. Approving transactions helps you finalize and lock them, ensuring your records remain accurate and preventing accidental changes.

What Happens When You Approve a Transaction?

• Locked for Editing: Once a transaction is approved, it becomes locked and cannot be edited.
• Confirms Accuracy: Approved transactions indicate that you've verified the details and they match your financial records.
• Prevents Accidental Changes: Approved transactions safeguard your data from unintentional modifications.

How to Approve a Transaction

There are two ways to approve a transaction:

1. Toggle the Lock Icon: Click the lock icon on an individual transaction to approve or unapprove it.
2. Batch Approve Transactions: Select multiple transactions and click the Approve button at the top of the list to approve them all at once.

How to Unapprove a Transaction

If you need to edit an approved transaction:

• Click the lock icon to unlock it. This will set the transaction to unapproved, allowing you to make changes.
• After making edits, you can approve it again to finalize the updates.

Approving transactions ensures your budget stays accurate and prevents unwanted changes. Use this feature to keep your financial records secure and up to date!