Add & Edit Transactions

Adding A Transaction

1. Navigate to Transactions
2. Click Add Transaction
3. Fill in the details:
   • Date — When the transaction occurred
   • Account — Which account it belongs to
   • Amount — The transaction amount
   • Payee — Who you paid or received money from
   • Category — How to categorize the transaction
   • Status — Pending, Cleared, or Reviewed
   • Tags — Optional labels for flexible grouping
   • Notes — Optional additional details
4. Click Save

Editing A Transaction

Update transactions whenever you need to fix details, add context, or complete categorization.

Common edits include:

• Changing category
• Updating payee names
• Adding or removing tags
• Marking a transaction as reviewed
• Adding notes for future reference

When Manual Entry Works Best

Manual entry is especially useful for:

• Cash purchases
• One-off adjustments
• Historical corrections
• Transactions that were not imported automatically