How to add/edit records (transactions)?

Available for:

• Android
• iOS
• WebApp

For Android and iOS users: 

You can add a Record in a non bank-connected account by following the steps below:

1. From the Dashboard, tap on the green button with a plus sign that appears at the bottom right hand corner of the screen and tap on the Add Record button.
   For iOS users:  Tap on a manual account first, then on the + Transaction button
2. Enter the Amount, select an Account (by tapping on the Account), and choose a Category.
3. Choose Money Spent, Money Received or Transfer for the type of transaction at the top of the page.
4. To enter further details such as the Date and Note, click on the vertical side tab if you are using an Android device. 
5. Enter any Notes you would like.
6. Add a Label by tapping on Label 
7. Click save and finish.  

Web App version: 

1. New records can be added in two ways, by clicking on a specific account from the Accounts tab, then Transactions you will find the + Add button, or by clicking on the Transactions tab, then + Add from the side panel
2. You fill in the details on the window that opens
3. Click Add record or Add and create another

You can edit an existing record by simply tapping on it

• • You can edit all fields for manually added transactions
  • For transactions that are connected to the bank, only some fields can be edited. Fields that cannot be edited have gray font.  

You can Split a Record (Android only):

1. Tap on the Record you would like to edit.
2. In the Record detail screen, tap on the split-arrows icon in the top right corner.
3. From the Split Record screen, tap on the split button. 
4. Create a new Record and enter the category, note, and amount.
5. Tap on create.  

IMPORTANT!  You cannot add/edit/delete any records from a bank connected account. You will need to temporarily disconnect your bank account first, add/edit/delete a record and connect the account again.