To add a cash transaction, reconcile a one-off transaction, or balance out any issues, please follow these steps:
- From the Bank Transactions page, press the 'Actions' button
- Select 'Add transaction manually':
- Click the link 'Connect to bank accounts' to create a new 'cash' bank account if necessary
- Enter the transaction details
- Press 'Add transaction':
- The transaction will appear in your bank account to be categorised or matched to your invoices/expenses.
To import multiple transactions, please refer to Importing transactions from bank statements or QIF, OFX or CSV files