How to Add a Transaction
Main way:
Click on the ‘Manage’ tab and select ‘Bank Transactions’ under the Accounting section.
2. Once you’ve linked your bank account by following these steps, you can add transactions by clicking the orange ‘add transaction’ button on the top right of the page.
3. Enter the description, type, amount, date, category, transaction assignment, notes, and additional attachments, then click the blue ‘Save’ button.
Way #2:
Click on the ‘Manage’ tab and select ‘Manual Transactions’ under the Accounting section.
2. To add a transaction, click the orange ‘Add Transaction’ button on the top right of the page.
3. Enter the description, type, amount, date, category, transaction assignment, notes, and additional attachments, then click the blue ‘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.
