2 min

How to manually add a transaction

After this guide, you'll be able to: Add a cash purchase or any transaction that didn't come in via import or sync.

Published 21 April 2026

1
Go to Transactions and tap "+ Add transaction"
Open Transactions from the navigation. Tap the "+ Add transaction" button — the transaction creation form opens as a modal.
2
Select the transaction type
Choose Expense (money out), Income (money in), or Transfer (between your own accounts). The form adjusts to show the relevant fields for each type.
3
Fill in the date, amount, description, and account
Enter the date the transaction occurred, the amount, and a description (e.g. "Coffee — Commuter Café"). Choose which account this belongs to from the account dropdown.
4
Assign a category
Pick a category from the list. If none fits, you can create a custom category or use "Uncategorised" for now. Categorised transactions feed directly into your budget tracking.
5
Save the transaction
Tap Save. The transaction appears in your list and is immediately reflected in your account balance and budget.

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Go to Transactions and tap "+ Add transaction"