If you are using a manual account to track cash spending or another account, you may wish to add manual transactions to the Transaction tool to account for spending from this account.
Note: Manual transactions can only be added to manual accounts. You cannot add a manual transaction to an account connected to an outside financial institution.
To add a manual transaction:
- Click the Add icon in the top right, just below the navigation bar.
- Enter all details of your transaction, including the amount, payee, date, category, account, type, and any relevant tags or memos.
- Click Save.
The transaction type refers to whether the transaction is a credit or a debit. A credit is generally money being added to one of your accounts, such as a deposit or payment against a credit card. A debit is generally money taken from an account, such as money spent at the store or a transfer out of savings.
To learn more about the Transactions tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.