How Do I Add Transactions?

Step 1. To add a new transaction, start by clicking "Transactions" in the top right corner.

Step 2. Click "+Add New".

Step 3. Choose "Expense" or "Income" depending on what type of transaction you are adding. Fill in the "Date", "Amount" and "Merchant" fields in the window that pops up.

Step 4. Click "Choose Budget Item".

Please Note: If you prefer not to assign a budget item yet, you can just click "Add Expense". Later, when you're ready to assign the expense, you can simply drag and drop it into the budget item of your choosing.

5. Select the appropriate budget item, then click the blue "Choose" button at the bottom. Then click the orange "Add Expense" button on the main Add Transaction window to save your transaction.