Manual Transactions

You can manually add a transaction to any account - manual or connected. If the account is syncing with a financial institution the transactions will not impact the balance since sync'd accounts track balances and transactions independently. However, if you enter manual transactions into Manual Accounts it will adjust the balance since manual accounts calculate their balance from all transactions in them.

To add transactions, just click the big, orange button on the top that says "Add Transaction" on web. On mobile, tap the three dots in the upper right and then select "Add Transaction."

Transactions require these 4 fields: 

  • Amount
  • Merchant
  • Date
  • Category

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If you need to add a lot of manual transactions you can Upload CSV files to do so:

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