How to Enter A Single Transaction

Sometimes you may want to just add a single transaction instead of importing a CSV bank statement or connecting your account. To do this, follow these easy steps.

  1. From your transactions list click the New Transactions buttons.

  2. Complete the form, including any descriptions you may need to remind yourself about the transaction in the future.
  3. You may attach a copy of the receipt if you would like (not required).
  4. Click submit and you are done!

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