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bzarmoreno
Level 1

How can I go back to enter a transaction and mileage from last year?

 
1 Comment
Adrian_A
Moderator

How can I go back to enter a transaction and mileage from last year?

We can enter them manually, bzarmoreno.

 

Let's make sure to change the date of the transactions and the mileage to last year. I'll show you how:

 

Here's how to enter the transactions:

 

  1. From the Transactions tab, select Add transaction.
  2. Enter last year's DATE.
  3. Enter a description, AMOUNT, and TYPE.
  4. Select a category.
  5. Click Save.

 

Then, for the mileage:

 

  1. Click the Miles tab.
  2. Select Add trip.
  3. Modify the DATE.
  4. You can enter the total miles for last year in the Add miles field.
  5. Enter a Trip purpose.
  6. Click Save.

 

I've also added this article on how to categorize the transactions: Categorize and edit transactions.

 

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