Add transactions manually

1. From Transactions, select Draft to open the Draft transactions page.
2. Select Add, then choose Transaction.
3. In the side panel, choose Money in or Money out.
   
4. Choose the transaction type.
   • Income/Expense
   • Transfer or deposit
   • Refund
   • Auto create from receipts or invoices
      TIP: Use Auto create from receipts or invoices to scan and create transactions automatically (paid tier).
5. Enter the transaction Date, Source, Description, and Amount.
6. Select Save as Draft to save now and finish later.
7. To continue now, select a Category, then select Save. You can also Split transactions, attach files, or add comments.
8. After you save, the transaction moves to Completed transactions. You can still edit it.

Did you know?

You can also bring transactions into Accounting Individual faster using bank feeds or receipt scan.

Haven't set up bank feeds yet? Set up bank feeds.

Save time by uploading images or PDFs of receipts and invoices to automatically create transactions. Read more: Auto create transactions using receipt scan.