How do I create a new record and add details?

A new record of income, expenses, or transfer can be added by tapping on the (+) button at the top right corner. You can also add a new record by swiping down on the dashboard screen.

Select the type of record (income, expense or transfer), amount, category, and account.

If you need to add details to the record (like note/description, date, payment type, warranty,  payee, etc.), swipe from the right to the left.

You can edit an existing record by simply tapping on it.

 

 

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