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How do I manually enter transactions?
How do I manually enter transactions?

When you have only a few transactions to add to your account, creating manual entries is the most efficient way to do so.

Mike Palmer avatar
Written by Mike Palmer
Updated over a week ago

Step-by-Step Instructions to Create a Manual Transaction:

Step 1: Click the Imports tab at the top of your account.

Step 2: Select Add a Manual Transaction.

Step 3: Select the type of Transaction you are adding and then fill in the information that is requested.

Notes:

  • If you select Incoming or Outgoing as the transaction you are adding, a drop-down menu will appear that will allow you to further specify the type of transaction you are adding.

Video Walk-through:

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