Add a Transaction

You can enter a transaction by hand from the Transactions page or straight from the Monthly Overview page — both open the same short form.

  1. 1

    Open the Add Transaction form

    On the Transactions page, click Add transaction at the top (Add on a phone). Or, on the Monthly Overview page, click Add transaction above the transactions table. Either one opens the same form.

  2. 2

    Fill in the basics

    Enter the Date, a short Description, and the Amount.

  3. 3

    Choose an Account and Category

    Pick which account the money moved through (optional), and a Category. If you pick Income, Savings, or Internal, Under Budget marks the transaction as that type automatically.

  4. 4

    Mark it as income, if it applies

    For any other category, check This is income if money is coming in rather than going out — this determines whether the amount is saved as positive or negative.

  5. 5

    Add a Subcategory, if one applies

    If the category has subcategories, you can optionally narrow it down further — this is optional.

  6. 6

    Save it

    Click Save Transaction (or Add Transaction from the dialog version) and it's added right away.

Tip: Entering transactions one at a time isn't your only option. With a linked bank, click Refresh on the Accounts page (the Transactions page has an Accounts button) to pull recent activity in automatically (see Link a Bank Account with SimpleFIN).