Add income, expenses and transfers

Record a money movement

1. Open Quick add and choose the appropriate transaction type.
2. Enter the date, amount and a clear description.
3. Choose the relevant account and scope, and complete the applicable fields.
4. Review the details and save. Find the record in Transactions or the corresponding Income or Expenses view.

Avoid double counting

Use a transfer when moving money between your own accounts. Use a payment for paying down a card or loan. A refund is separate from new income.

If you import historical activity, review what you have already entered manually before confirming the batch.