Correct data after a month is closed

Edit individual monthly entries without reopening or repeating the closing wizard.

Written by the Hugo team
Updated July 29, 2026 · 1 min read

Once a month is closed, the closing page reports that it is already closed. You do not reopen the wizard to make a correction.

Correct an account

Open Financial assets, choose the institution and product, then edit the relevant row in Entry history.

Correct a physical asset

Open Physical assets, select the asset, and edit the row in Valuation history.

Correct a liability

Open Liabilities, select the liability, and edit the row in History.

The monthly overview grids for Financial assets and Physical assets also support quick edits: expand the relevant institution when necessary and double-click the monthly value.

Correcting historical records can update net-worth history, month-over-month and year-over-year changes, performance, savings metrics, debt paydown, projections, and later AI context. Delete an entry only if the month should contain no value; deletion is permanent.

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