Last updated:
November 6, 2023
1. Tap the account in which you’d like to add a transaction.
2. Once inside an account, tap the green plus button in the bottom right corner of your screen.
3. Enter in your transaction details. The only required fields are: name, amount, type, and date.
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Receipts are proof of a sales transactions and it is important that you hang on to these receipts just in case you need to provide proof to the IRS, retailers, or other entities.