Adding a transaction manually

Use manual entry for cash spending, transactions on accounts you haven't connected, or anything else SimpleFIN can't see.

How to add one

1. Open Transactions.
2. Click Add transaction.
3. Fill in the form:
   • Date — defaults to today.
   • Description — what to call it.
   • Amount — negative for spending, positive for income.
   • Account — which account to attach it to. Manual accounts are a good place to track cash.
   • Category — optional, but helps budgets and reports.
   • Notes — optional free-text.
   • Tags — optional labels.
4. Click Save.

The new transaction appears in the list immediately.

Manual accounts

If you don't have a real bank account to attach the transaction to, create a manual account in Settings → Accounts. Manual accounts work as containers for cash, valuables, vehicles, property, or anything else you want to track without a bank feed.

Editing or deleting

Click any manual transaction to edit its fields. Delete from the row's menu. Manual transactions can be deleted permanently; transactions pulled from SimpleFIN cannot — they sync back on the next pull.

FAQ

Will manual transactions show up in budgets? Yes, as long as you assign them a category and a date in the budget month.

Can I bulk-import manual transactions? Yes — use OFX import to import a file from your bank, or paste rows from a spreadsheet using the manual-entry form one at a time.

Can I transfer between two manual accounts? Add two manual transactions — a negative on the source account and a positive on the destination — and mark both with the same tag (e.g., transfer) so they're easy to find.