Keeping track of bank transactions is essential for accurate financial management. You can either manually add transactions or import them from your bank.
Manually Adding a Transaction
Step 1: Navigate to Banks from the main menu.
Step 2: Click on the account where you want to add a transaction.
Step 3: Click "Add Transaction" – Look for the button to manually enter a new transaction.
Step 4: Fill in the Details – Include the date, amount, transaction type (Deposit, Withdrawal, Transfer), and category.
Step 5: Click Save, and check that the transaction appears in your records.
Need Assistance?
If you need help to customize your recurring invoices list display fields, feel free to reach out to our support team at support@fynloapps.com