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Recording manual payments

Updated over 3 weeks ago

Recording manual payments

Some payments may not appear automatically in Finthy, such as cash transactions or payments from unconnected accounts. You can add these manually to keep your financial picture complete.


When to add manual payments

Add manual transactions for:

  • Cash payments: Purchases made with physical cash

  • Payments from unconnected accounts: Cards or accounts not linked to Finthy

  • Peer-to-peer payments: Cash given to friends or family

  • Foreign transactions: Payments made while traveling

  • Adjustments: Corrections to your transaction history


How to add a manual payment

  1. Go to the Transactions page

  2. Click Add transaction

  3. Select Expense as the transaction type

  4. Enter the payment details:

    • Amount

    • Date

    • Description or merchant name

    • Category

    • Account (if applicable)

  5. Click Save to add the transaction


Best practices for manual entries

  • Be consistent: Add cash transactions regularly so you do not forget

  • Use clear descriptions: Include merchant names for easier searching later

  • Categorize correctly: Assign the right category for accurate reports

  • Include the correct date: Use the actual payment date, not when you entered it


Impact on your finances

Manual payments affect:

  • Your total spending calculations

  • Category-based budget tracking

  • Spending trends and reports

  • Cash flow analysis

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