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Hi there, is it possible to enter bank transactions manually without importing them?

 
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Best answer September 26, 2019

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Community Champion

Hi there, is it possible to enter bank transactions manually without importing them?

Yes. In fact it is my recommendation that everyone have to do so before they be allowed to connect bank accounts for auto-feeds. It is like allowing  someone to man the cash register that failed third grade math - if you do not know inherently that being given R20 for an R10 purchase should not generate a R190 change back then one has no business behind the cash register.

To enter transactions manually the easiest way is to access all the tools at your disposal in the "+" button (which used to be 3 times as big and centered in the banner for more visibility). There you will have options of Write Cheque, Expense, Make Deposit, Sales Receipts  Invoices, etc. Cheques and Deposits will have direct effect on banking

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Community Champion

Hi there, is it possible to enter bank transactions manually without importing them?

Yes. In fact it is my recommendation that everyone have to do so before they be allowed to connect bank accounts for auto-feeds. It is like allowing  someone to man the cash register that failed third grade math - if you do not know inherently that being given R20 for an R10 purchase should not generate a R190 change back then one has no business behind the cash register.

To enter transactions manually the easiest way is to access all the tools at your disposal in the "+" button (which used to be 3 times as big and centered in the banner for more visibility). There you will have options of Write Cheque, Expense, Make Deposit, Sales Receipts  Invoices, etc. Cheques and Deposits will have direct effect on banking

View solution in original post