How do I manually add records (transactions)?

You can manually add a transaction by following the steps below:

  1. From the dashboard, click on the green button with a plus sign that appears at the bottom right hand corner of the screen and click on the New record button.
  2. Enter the Amount, select an Account (by tapping on the Account), and choose a Category.
  3. Choose Income, Expense, or Transfer for the type of transaction at the top of the page.
  4. To enter further details such as the Date and Description, click on the grey vertical side tab.
  5. Enter any Notes you would like.
  6. Set any HashTags you wish to add (or create a new HashTag by typing the hashtag symbol # followed by your new HashTag name).  
  7. Click on the check mark on the top right corner of the screen to save and finish.  

 

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