← All guides

Help & Guide · 2 min read

Record a transaction

Log spending or income in a few taps, and review it later.

Recording a transaction takes a few seconds: an amount, a wallet and a category.

Record money

  1. Tap the big button in the middle of the bottom bar.
  2. Choose Expense or Income at the top.
  3. Type the amount on the keypad.
The Record money screen
The Record money screen
  1. Pick the Wallet the money came from and a Category. Swipe the rows to see more.
  2. Add extras if you want: a note, receipt items, or a different date and time.
  3. Tap Record money.
An expense ready to record
An expense ready to record

Find it again

Every transaction appears in Activity, grouped by day, with each day's total on the right.

Activity, grouped by day
Activity, grouped by day

Tap any row to see everything about it, including the receipt items if it has them.

A transaction's details, with its receipt items
A transaction's details, with its receipt items

From the ⋯ menu you can edit, duplicate, void or add a reimbursement. See Edit, duplicate, void or refund.

Related

Keep reading

Edit, duplicate, void or refund Fix a mistake, repeat a purchase, cancel one, or log money you got back. Transfers and refunds Move money between wallets and log money you got back.