How do I add a manual transaction?
Record an expense, income or transfer when the transaction did not arrive automatically.
Guide based on the current Rank beta
A manual transaction lets you complete your history without waiting for a sync.
How to do it
- 1Open Transactions and select Add transaction.
- 2Choose Expense, Income or Transfer.
- 3Enter the amount, date and account.
- 4For expenses or income, select a merchant and category; you can also add a goal, tags and notes.
- 5Save the transaction.
Keep in mind
- A transfer requires a source account and a destination account.
- The save button is available only after the required fields are complete.
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