Add your first transaction

Steps

  1. Tap the + button (floating action button) on any screen.
  2. Choose transaction type:
    • Expense — money going out
    • Income — money coming in
    • Transfer — moving money between your accounts
  3. Enter the amount, category, date, and merchant/note.
  4. Select the account.
  5. Tap Save.

Transaction types explained

Type Effect
Expense Deducts from account balance, counts in reports
Income Adds to account balance, counts in reports
Transfer Moves balance between accounts, does NOT count as income or expense
Opening Balance Sets account starting point — not counted as income