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How can I add and edit transactions?
How can I add and edit transactions?
Faisal Alqarni avatar
Written by Faisal Alqarni
Updated over 2 years ago

Adding or editing transactions is very easy, follow these steps:

Add a transaction

  1. Tap on the main add button + (Bottom right) on the home screen.

  2. Tap on Transaction.

  3. Complete the following:

    • Select transaction type.

    • Fill merchant name.

    • Fill transaction amount.

    • Select a category:

      • Select a main category by tapping one of the categories.

      • Select a sub-category by hold pressing a category.

    • Select a date:

      • Today’s date.

      • Yesterday’s date.

      • Specific date: Select a date from the date picker.

  4. Tap on Create new transaction.

Edit a transaction

  1. Tap on a specific transaction from the transaction list.

  2. In the transaction details screen, tap on the Edit button.

  3. Now you can change the details of the transaction.

  4. Your changes will be applied only if you tap on Edit transaction.

  5. If you want to delete the transaction, tap on the Delete button (top, left of the page).

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