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How can I create a manual transaction?All articles

Transactions and categories

How can I create a manual transaction?

Mihkel Vetemaa

Updated

You can create manual transactions when necessary.

  • In the Dashboard view, tap Purple plus button. Then select the type of transaction: Expense, Income or Transfer. See this article to learn more about Transaction Types.

  • Tapping the purple plus enables creating manual transactions. Bilance app screenshot

  • Enter the Transaction Title, then the Amount value.

  • Choose your wallet. Learn more about Wallets. Bilance app screenshot

  • Tap on the today to change the transaction date.

  • Tap the Select category to choose category for your transaction. You can also add a note. Bilance app screenshot

  • Then press Save. Bilance app screenshot

  • This is an example of a manual Income transaction, which could be used if you receive a cash payment. Bilance app screenshot

  • This is an example of a manual Internal Transfer, which could be used for transferring funds between your manual accounts. You need to choose the from wallet where the funds are coming from and the to walletwhere the funds are transferred. Bilance app screenshot

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