Knowledge Base - Help Center

How to Add a Transaction Using the Web?

Updated on October 25, 2022

Click the Add (+) button on the screen’s top-right from the Scenario page. The “Add Transaction” window will pop up.
Select the type of transaction you want from the choices: Income and Expense.
Select the currency from the dropdown menu.
Enter the amount. Note that this is a required field.
Enter the name of the account.
Enter the contact.
Specify the date of when you would like to make a payment.
If you wish to repeat the transaction, click the toggle button. Otherwise, go to step 12.
Specify the date of when you want to repeat the transaction.
Specify the interval.
Select a period from the dropdown menu.
Click Submit.