How do I add RECORDS (transactions)?

You can add a Record in a non bank-connected account by following the steps below:

  1. From the Dashboard, tap on the green button with a plus sign that appears at the bottom right hand corner of the screen and tap 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 Note, click on the grey vertical side tab.
  5. Enter any Notes you would like.
  6. Add a Label by tapping on Label 
  7. Click on the check mark on the top right corner of the screen to save and finish.  

 

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