Hi, mccoll-drive.
Appreciate your effort in reaching out to us here in the community. I’d be happy to assist you in adding a new transaction manually.
On a web browser:
- Go to the Transaction menu and select Add transaction.
- Enter the amount and a description.
- Choose the Select a category menu. Select the best category to organise your transaction.
- If you have a receipt, you can drag and drop it into the form.
- Once done, select Save.
On an iPhone or iPad:
- Select the Transactions menu.
- Tap the Plus(+) icon.
- Select Add income manually or Add expense manually.
- Fill out the details.
- If you’re entering an expense, select Category.
- If you want to add a receipt, tap Attach receipt.
- Once done, select Save.
On an Android phone or tablet:
- Select the menu icon and choose Transactions.
- Tap the Plus(+) icon.
- Select Add income manually or Add expense manually.
- Fill out the details.
- If you’re entering an expense, select Category.
- If you want to add receipt, tap Attach receipt.
- Once done, select Save.
If you have other questions and concerns, our Community Team is always here to assist you.