You  can add a transaction manually that happen outside of your connected accounts.

For web

To add a new transaction

  1. Go to the Transaction page.
  2. On the right side above the list transactions, select Add Transaction (under Connect Account).
  3. Enter the detail and select the category, then choose Save.

Note: Be sure to leave off leading zeroes and format the date like this:
DD/MM/YYYY - For example, January 1, 2018 would be 01/01/2018

Add multiple transactions

The only way to add multiple simultaneously is to connect your bank and financial accounts so that you can automatically add transactions whenever possible. This is the better way to avoid errors that can occur with manual data entry.

Note: If you can't connect your bank, or if you need to add transactions older than 90 days, you can import them a separate file. Most banks provide a way to export transactions for a date range into a CSV file.

Export your transactions from you bank, then select the Gear User-added image and choose Imports from the drop-down menu to get started.

For mobile

iOS

  1. On the Transactions tab, tap the Plus sign (+) in the upper right corner.
  2. Select Business Income or Business Spending.
  3. Enter the required info, then tap Save in the upper right corner.

Android

  1. On the Transactions tab, tap the Plus sign (+) in the lower right corner.
  2. Select Business Income or Business Spending.
  3. Enter the required info, then tap Save in the upper right corner.

To get additional support or ask any other questions, please don't hesitate to contact us!

  • iOS - Tap the Cogwheel (Settings), then select Help & FAQ.
  • Android - Tap the Overflow menu, then select Support.
Note: When you contact support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.