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:
- 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. - Enter the Amount, select an Account (by tapping on the Account), and choose a Category.
- Choose Income, Expense, or Transfer for the type of transaction at the top of the page.
- To enter further details such as the Date and Note, click on the grey vertical side tab if you are using an Android device.
- Enter any Notes you would like.
- Add a Label by tapping on Label
- Click save and finish.
Web App version:
- Please click on the + Record blue button on the upper right hand next to your profile.
- Choose Income, Expense, or Transfer for the type of transaction at the top of the page.
- Select an Account (by tapping on the Account), enter the Amount and choose a Category, Labels, Date and Time.
- Enter any Notes you would like.
- Choose Payment Type and Status.
- 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):
- Tap on the Record you would like to edit.
- In the Record detail screen, tap on the split-arrows icon in the top right corner.
- From the Split Record screen, tap on the split button.
- Create a new Record and enter the category, note, and amount.
- 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.