Is there a way when I am on my "Import Transactions"that I can change the account type from Cash or delete it?
Hello there, lorileighlewis-g.
You'll want to make changes on your CSV file and then import your transactions again while the option to edit them in the Import transactions window is unavailable. Just click the close ( X ) icon to exit the page. For more details on how to handle bank transactions, you can check out these references: