Below you'll find out how to add the following transactions manually:

• Money in transactions
• Money out transactions
• Transfers and deposits
• Refunds and reimbursements

Watch our video: 

Create a manual transaction

1. Select the + icon in the bottom right-hand corner of the screen.
2. Select Add Transaction.
3. Select the Money in or Money out tab.
4. Choose from Income/Expense, Transfer or deposit or Refund.
5. Enter the details of the transaction including the: Date, Payment Source, Description and Amount. 
6. Select Next.
7. You can now choose from:

• Split transaction — select this to divide the transaction across multiple categories. Learn more about split transactions
• Select a category — to save your transaction to the Completed screen. Learn more about how to add categories
• Or you can select Next, then Save as draft for you to review later

Did you know?

You can also bring transactions into Sage Sole Trader faster through bank feeds and receipt scan.

Haven't set-up banks feeds yet? Read our set-up bank accounts and bank feeds article for more information. 

To scan a receipt or invoice to create a transaction automatically, see our Auto Create transactions using receipt scan article.