Add a transaction
Add a transaction
- On the Transactions tab, tap +.
- Choose Expense or Income and enter the amount.
- Tap a category.
- Change the Account and Date if you need to.
- Tap Save.
Edit or delete a transaction
- To change one, tap it, make your changes and tap Save.
- To delete one, swipe left on it and tap Delete.
- To delete several, touch and hold one, select the others, and tap the trash button.
Common questions
How do I find a transaction?
Pull down on the Transactions list to show the search bar, then type a vendor, comment, category, account or amount. Tap Type, Category or Account to narrow the results.
Can the keypad add up amounts?
Yes. It handles +, −, × and ÷, and saves the result.
How do I add several in a row?
Tap Save & Add Another. It saves, then starts the next one with the same account, category and date.
How do I record the time?
Turn on Show Time in Settings.
Can I enter an amount in another currency?
Yes, with Premium. Tap Currency and pick one. It is converted to your base currency.
Related guides
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