Adding Manual Transactions

What this does

Manual transactions let you add entries to your bank feed that weren't captured by Open Banking or statement uploads — such as cash payments, manual transfers, or corrections.

When to use it

Add a manual transaction when you need to record a payment that doesn't appear in your bank feed.

Step by step

1. Go to Banking in the Accounting menu
2. Select the bank account
3. Click + Add Transaction
4. Fill in:
   • Date — when the transaction occurred
   • Description — what it was for
   • Amount — the transaction value
   • Type — Income or Expense
   • Category — the account category
5. Click Save
6. The transaction appears in the feed as approved

Tips

• Use manual transactions for cash payments not captured by your bank
• Mark manual entries clearly so you can distinguish them from imported transactions
• Manual transactions are included in all reports and reconciliation
• You can edit or delete manual transactions if you make a mistake