What is automatic finance tracking?
The automatic finance tracking feature allows you to link your bank accounts and credit cards to automatically track your finances.
Once linked, your transactions will pull into Floorzap automatically and are automatically categorized.
As needed, you can click on your transactions to edit them and add additional details.
What is manual finance tracking?
Manual finance tracking is the ability to manually enter transactions. When manually tracking transactions, you must enter all of the transaction details such as the date, amount, vendor/description, etc.
When should I use the manual finance tracking feature?
The manual finance tracking feature should be used to track cash transactions or other one-off transactions that can’t be tracked via linked accounts or by importing a CSV.
How do I manually enter transactions?
Navigate to the section Accounting > Transactions > Money In or Money Out
Click the ‘+Add Expense’ or ‘+Add Income’ button
Enter the transactions details
Click the ‘Save Details’ button
Can I select a bank account for my manually entered transactions?
When manually entering transactions, you'll want to use a Manually Tracked Account to keep your manually entered transactions organized by account.