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Add a transaction

Record a manual expense or deposit in the transaction register.

Prerequisites​

Steps​

  1. In the left navigation, click Transactions.
  2. Click Add transaction.
  3. Enter Date (defaults to today).
  4. Enter Payee — the name you recognize (for example, City Water or Amazon).
  5. Optionally enter Description — raw text as it might appear on a bank statement.
  6. Select Account (for example, Main Checking).
  7. Choose Type:
    • Withdrawal — money out (expenses, purchases, payments). This is the default.
    • Deposit — money in (income, refunds, transfers in).
  8. Enter Amount as a positive number (for example, 42.50). The app applies the sign from the type you chose.
  9. Optionally choose Category. The list is filtered by type (expense categories for withdrawals; income and transfer-in for deposits). Leave blank to let rules or merchant matching suggest one after save.
  10. Optionally enter Memo for notes.
  11. Click Save.

Expected result​

  • The new transaction row appears in the register with payee City Water (or the name you entered)
  • A withdrawal of 42.50 shows as -$42.50 in the register
  • The account balance updates to reflect the new transaction
  • If you left category blank, auto-categorization may assign one from rules or merchant data
  • After you quit and reopen the app, the transaction is still listed