How to Add a Transaction:
Add a transaction to an offline bank account
Add a transaction to an offline bank account
Click on the Manage tab and select Bank Transactions under the Accounting section.
Once you’ve linked your offline bank account by following these steps, you can add transactions by clicking the Add Transaction button on the top right of the page.
Enter the information regarding the transaction, then click the Save button.
Add a transaction manually
Add a transaction manually
Click on the Manage tab and select Manual Transactions under the Accounting section.
Click on the Add a Transaction button at the top of the page.
Enter the information regarding the transaction, then click the Save button.
Expert Tip: To make a transaction recurring, check off the 'Recurring transaction' button at the bottom left of the add transaction pop up.
