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Transactions- Manual

Written by Jordan Allen

How do I create a manual transaction?

  1. Go to your Transactions page within the WizeFi app.

2. Click the ‘+’ in the upper-right corner.

3. Choose the account you would like to add the transaction to and follow the prompts to categorize the transaction, or click ‘Skip-Exclude from budget’.

4. Once you have categorized the transaction, click continue.

5. Fill out the prompts, and click ‘Save’.

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