Record transactions

Recording transactions can be done through manual entry and account downloads. You can record transactions manually in the Transactions section or within an account. Tap Compose Button on the lower right of either the main account list or in an account to create a new transaction.

Editing Layout Info
List View

Transactions view

Editing layout:

Editing Layout Info

Record a transaction:

  1. Tap Compose Button on the lower right of either the main account list or in an account to create a new transaction.
  2. Enter the details for the transaction. Add splits to the transaction if needed and/or add attachments.
  3. Tap "Add" to save a new transaction or tap "Save" to save the changes made to the transaction.
  • Tap "Cancel" to cancel creating a new transaction or to cancel any changes made to an existing transaction.