How to Use the Manual Transactions Page
Click on the ‘Manage’ tab and select ‘Manual Transactions’ under the Accounting section.
2. Here you can view any transactions you enter manually that are not attached to a bank account.
3. To add a transaction, click the orange ‘Add Transaction’ button on the top right of the page.
4. Enter the description, type, amount, date, category, transaction assignment, notes, and additional attachments, then click the blue ‘Save’ button.
5. To import a CSV file of your transactions, click the white ‘Import’ button on the top right of the page.
6. Once ‘Upload Portfolio CSV’ is selected.
A popup will appear with an option to upload a CSV File
Make sure your file follows the instructions and click the white ‘Browse Files’ button
Select the File from your computer and upload.
7. Once the file is uploaded, map your fields correctly so a green check mark appears next to the box and click the blue ‘Continue’ button.
8. Review your data and click the blue ‘Confirm’ button.
9. Now you’ll be able to see all of your transactions in your manual feed.
10. Use the Review tab to view all transactions that still need to be assigned to a category.
Use the date filter to view transactions from the dates of your choosing.
Use the ‘All Main Type’ filter to view either received, spent, or all transactions depending on your needs.
11. Use the Reconciled tab to view all transactions that have been assigned to a category.
Use the date filter to view transactions from the dates of your choosing.
Use the ‘All Assigned’ filter to view all assigned transactions or certain properties depending on your needs.
Use the ‘All Category’ filter to view either all or specific categories depending on your needs.
Use the ‘All Type’ filter to view either all transaction types or specific types depending on your needs.
12. Use the Deleted tab to view all transactions that have been deleted.
Use the date filter to view transactions from the dates of your choosing.
Use the ‘All Main Type’ filter to view either received, spent, or all transactions depending on your needs.
Pro Tip: To delete all of your transactions at once, simply check off the transactions you want to delete and select the trash icon in the top right corner above the transactions.
