
Adding a Transaction
Adding new transactions is easy, especially if you have created memorized transactions to speed up the task.
To add a new transaction:
- If you're viewing memorized transactions, click Current in the Transactions bar
- Click New Entry in the button bar
- Type a payee name
- if what you're typing matches a memorized transaction, it will finish the name for you—press the Tab key to accept it
- Optionally, fill in values for type, amount, date, memo, and bucket
- If the type is "Check" (or "Advance" in the case of a credit card transaction) you will also be able to type a check number
Date entry is intelligent enough so you don't have to type a formal date. Typing "21" will be taken as the 21st date of this month. Type "2/5" to get February 5, of the current year.
The sign of the amount (negative or positive) is determined by the type. All deposits are positive and others are negative.
If you want to set up a scheduled transaction, change the Repeat type from "Never" to a time frame choice. Review scheduled transactions for steps.
A single transaction can be split so that its amount can be divided into different buckets. Review splitting a transaction for steps.
See also
Scheduled transactions
Splitting a transaction
Automatic Memorized Transactions
Memorize a transaction
Deleting a transaction
transactions