Manual transactions are a great way to keep your budget up to date while you may be waiting for a transaction to sync or if you use cash for purchases.
Table of Contents
- Creating manual transactions on desktop
- Creating manual transactions on mobile
- Using manual transactions
Please Note: Monarch does not have a reconciling feature. So if a manual transaction is created and a matching transaction syncs, the manual transaction will not be removed from your records.
Creating manual transactions on desktop
Manual transactions can be added to manual accounts or synced accounts.
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Navigate to the desired account for the new manual transaction.
- Alternatively, navigate to Transactions.
- Select Add transaction.
- Select if the transaction will be a debit or credit.
- Enter in the amount.
- Set the merchant.
- Set the date.
- Select a category.
- Add a note (optional).
- Add tags (optional).
- Select Add transaction.
Creating manual transactions on mobile
- How to coming soon
Using manual transactions
- How to coming soon