You can manually add income such as sales, deposits, or refunds.

If you’ve connected your bank account or you've imported a bank statement, your income transactions appear automatically in your Draft transactions list. You only need to review and categorise them, you don’t need to create them manually.

1. From Transactions, select Draft to open the draft transactions page.
2. Select Add, then choose Transaction.
3. In the side panel, select Money in.
   
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 (available in paid plan).
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.
    NOTE: Comments are only available in the pain plan.  
8. After you save, the transaction moves to Completed transactions. You can still edit it.

Did you know?

You can also add income faster using bank feeds.