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What is manual finance tracking?

Manual finance tracking is the ability to manually enter transactions. When manually tracking transactions, you must enter all of the transaction details such as the date, amount, vendor/description, etc.

When should I use the manual finance tracking feature?

The manual finance tracking feature should be used to track cash transactions or other one-off transactions that can’t be tracked via linked accounts or by importing a CSV. 

How do I manually enter transactions?

  1. Navigate to the section Accounting > Transactions > Money In or Money Out
  2. Click the ‘+Add Expense’ or ‘+Add Income’ button
  3. Enter the transactions details
  4. Click the ‘Save Details’ button

Can I select a bank account for my manually entered transactions?

When manually entering transactions, you'll want to use a Manually Tracked Account to keep your manually entered transactions organized by account.