How do I add transactions by hand?

Adding by hand is for cash, a reimbursement, or anything from an account you'd rather not connect or upload. Transactions you add count everywhere, just like the rest.

On a computer: the quick-add table

1. 1

   Open it

   Go to Accounts, choose Add, then Add by hand. If you have no accounts yet, Add by hand is right on the page. On a manual account, Add transactions goes straight there.

2. 2

   Type one line per transaction

   Fill in the Date, Merchant and Amount. Account and Category are optional.

3. 3

   Set money in or out

   Amounts start as money out. Click the − $ chip beside the amount to make it money in (+ $), or type + before the amount.

4. 4

   Keep going

   Press Enter to move to the next line. New lines copy the date and account from the line above. Another line adds one too.

5. 5

   Add them all

   Choose the Add button, which says how many transactions are ready, or press Ctrl + Enter (⌘ Cmd + Enter on a Mac).

Each line has a note button for tags and a note. If a line is missing something, it's pointed out once you move past it or press Add, never while you type.

On a phone: the form

1. 1

   Open it

   Go to Accounts (the first tab in the bar at the bottom), tap the round +, then Add by hand.

2. 2

   Fill it in

   Choose Expense or Income, type the amount, then the Merchant or description, Date, Account and Category. Tap Add a note if you want one.

3. 3

   Save

   Tap Add expense (or Add income). Add & another saves it and keeps the date and account ready for the next one.

Helpful touches

• Your merchants, suggested: as you type a merchant, we suggest ones you've used before. Pick one and the category shows what it's usually filed under, like "Auto · usually Groceries", and money in or out is set for you.
• Categories: leave the category on Auto and your rules or our AI file it for you, some straight away and the rest shortly after.
• Amounts: type them however you like: 12.5, $1,234.50 and 12,50 all work.
• Dates: with a date selected, the up and down arrow keys change the day, T jumps to today and Y to yesterday.
• New accounts on the spot: in the Account picker, choose New account, or Create “…” after typing a name that doesn't exist yet. Give it a name, a type and, if you like, its last 4 digits, then choose Create & use.
• From anywhere: open search with ⌘K on a Mac (Ctrl K elsewhere) and choose Add a transaction. See searching and shortcuts.