Recording manual payments
Manual transactions let you record payments that aren’t synced from your bank — cash purchases, transfers between people, or anything you want tracked alongside your synced data.
How to add a manual transaction
Go to the Transactions page.
Click Add manual transaction.
Pick the account, type (income or expense), amount, date, and category.
Optionally add a description and reference.
Click Save — the primary action is highlighted to make it easy to confirm.
Update account balance toggle
When adding a transaction to a manual account, you’ll see an Update account balance toggle. It’s on by default, with the help text “Apply this transaction to the account’s running balance.”
Toggle ON — the transaction amount is added to (income) or subtracted from (expense) the account balance. A read-only preview shows the projected balance after the transaction.
Toggle OFF — a New balance field appears so you can set the account balance manually instead. Use this when the transaction is informational only and shouldn’t change the running total (for example, a reimbursement you’ll handle separately).
Synced bank accounts don’t show this toggle — their balance always comes from the bank.
Related
Editing and categorizing transactions — same toggle is available when you edit or delete.
Tracking recurring payments — for payments that repeat on a schedule.