Add a transaction

A transaction is one payment out or one payment in. Most need only an amount, a payee and a category.

Steps

1. Tap at the bottom right. It is on the Home, Budget and Transactions tabs, and inside each account.
2. Add Transaction opens. At the top, pick Expense for money out or Income for money in.
3. Type the amount.
4. Tap Payee and type who you paid. Names you used before appear as buttons below the field.
5. Tap a name to use it. Its last category and account are filled in for you. A new name gets a button to create it.
6. Check the Category: the part of your plan this money comes from. Tap it to change it, or to make a New Category.
7. Check the Account and the Date. Tap the date to open a calendar.
8. Tap to save.

Add up an amount

A receipt can have several parts. The app can add them for you.

1. Tap above the number keys. The keys and appear. On an iPad, they're already at the right end of the bar above the keyboard.
2. Type a number, tap a key, then type the next number.
3. The total so far shows above the amount. You can add as many steps as you like.
4. Tap to see the result. Or just save: the app works out the total.

Good to know

• Use Add a note… for a short note. The colored dots under Mark help you find the row later.
• Cleared means your bank already shows it. Each account learns your habit: choose the other way three times in a row, and it starts that way.
• A future date, or a choice under Recurring, schedules the transaction for later. See Schedule a repeating transaction .
• No category yet? When you save, tap Save Without Category. It waits as Category Needed for later.
• See also Transfer between accounts and Split a transaction .