Creating transactions

Transactions are created when you drag & drop one category icon onto another. For example, drag Income category icon onto your Bank (Account) icon. The new window will appear where you can enter the amount, choose or create subcategory and select date of your transactions.

 

Once the transaction is created, you can check it within the Transactions List view (access from application panel - swipe from left) or within the category details view (simply click on the category icon on home screen).


Transactions can be also created using the SMS recognition mechanism, from a template or automatically as recurring transactions.

 

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