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htwceacoalition
Level 1

Can I add transactions manually if my bank can only go back so far for older transactions?

 
1 Comment 1
vpcontroller
Level 11

Can I add transactions manually if my bank can only go back so far for older transactions?

"Can I add transactions manually if my bank can only go back so far for older transactions?"

 

@htwceacoalition 

 

It's better to upload the Excel CSV file rather than manually entering transactions. Check with your bank if they allow CSV file download. It would be a huge time-saving if you can.

Otherwise, yes, you can manually enter banking transactions directly into the bank register.

From the left dashboard, select Accounting > Chart of Accounts > select Bank account and click View register under Action column.

Select Add expense or Deposit, enter a few data fields and save. It will update the bank balance.

 

add transaction to register.PNG

 

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