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budget transaction

Oct 31, 2016 09:03AM EDT

How do you post a transaction manually (I haven't added my bank account to HelloWallet)?

Best Answer

HelloWallet Support Answer

Oct 31, 2016 12:17PM EDT
Kathleen
HelloWallet Support

To add a manual transaction start by clicking Add Transaction at the top of the transactions ledger. Select a date for the transaction and enter a description. Select a category from the drop-down list and enter an amount. You can select -/+ to represent expenses or income. Select the account where the transaction was made. If you are adding a transaction to a linked account you will need to set an expiration date. This will ensure that even if the information you entered does not reconcile with your bank account that it will roll-off by the date you select to keep your transactions up to date. Save your transaction by clicking Add.

For more information, see the article here.

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