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How to add/edit records (transactions)?

  • Updated

Available for:

  • Android
  • iOS
  • WebApp

For Android and iOS users: 

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.
    For iOS users:  Please tap the (+) plus sign at the bottom of your Dashboard and start adding the record.
  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 if you are using an Android device. 
  5. Enter any Notes you would like.
  6. Add a Label by tapping on Label 
  7. Click save and finish.  

Web App version: 

  1. Please click on the + Record blue button on the upper right hand next to your profile.  
  2. Choose Income, Expense, or Transfer for the type of transaction at the top of the page. 
  3. Select an Account (by tapping on the Account), enter the Amount and choose a Category, Labels, Date and Time. 
  4. Enter any Notes you would like. 
  5. Choose Payment Type and Status.
  6. Click "Add Record" when you are done.

You can edit an existing record by simply tapping on it

    • You can edit all fields for manually added transactions
    • For transactions that are connected to the bank, only some fields can be edited. Fields that cannot be edited have gray font.  

You can Split a Record (Android only):

  1. Tap on the Record you would like to edit.
  2. In the Record detail screen, tap on the split-arrows icon in the top right corner.
  3. From the Split Record screen, tap on the split button. 
  4. Create a new Record and enter the category, note, and amount.
  5. Tap on create.  

IMPORTANT!  You cannot add/edit/delete any records from a bank connected account. You will need to temporarily disconnect your bank account first, add/edit/delete a record and connect the account again. 

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