Knowledge Base - Help Center

How to add a transaction on mobile?

Updated on August 10, 2023

From the Scenario page, tap the Add (+) button on the navigation menu at the screen’s top-right. The “Add Transaction” window will pop up.
Select the type of transaction you want from the choices: Income and Expense.
Select the currency from the dropdown menu.
Enter the amount. Note that this is a required field.
Enter the name of the account.
Enter contact.
Specify the date of when you would like to make a payment.
If you wish to repeat the transaction, click the toggle button. Otherwise, go to step 12.
Specify the date of when you want to repeat the transaction.
Specify the interval.
Select a period from the dropdown menu.
Tap Submit.