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How to Add Transactions Manually
How to Add Transactions Manually

Add income or expenses to the transaction ledger

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Written by Support Team
Updated over a week ago

Step 1: Select "Transactions" on the left side of the screen.

Step 2: Click the blue "Actions" button at the top right corner of the table and select "Add Transaction".

Step 3: Fill out information including transaction date, transaction amount, description, category for the transaction from the drop-down menu, and select bank account. If you select an income account, the transaction will be considered income. If you select an expense account, it will be considered an expense. There is no need to include a "-" sign for expenses unless it's actually a negative expense. For example, a reimbursement due to overpayment of an expense could be considered a negative expense.


โ€‹Note: Please select "Record transfer" if the transaction moves money between existing accounts.

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