Adding Manual Transactions
If a transaction is missing from your bank feed or uploaded statement, you can add it manually directly from the Chart of Accounts. This is useful for cash transactions, journal entries, or any transaction that did not come through a bank account.
Step 1 — Click Add Manual Transaction
From the Chart of Accounts screen, click Add Manual Transaction in the top right corner.
Step 2 — Enter the Transaction Details
The Add Transaction screen opens with a blank Transaction Details form. Fill in the following fields:
Category — select the account this transaction belongs to from the dropdown
Date — enter the transaction date in DD/MM/YYYY format
Description — add a reference or description for the transaction
Amount — enter the total amount and select Credit + for income or Debit - for expenses
GST — enter the GST component
Net — the net amount after GST
Step 3 — Add the Transaction to the List
Once all fields are filled in, click + Add transaction. The transaction appears in the list below the form with the date, description, category, amount, GST and net amount shown.
The form resets so you can immediately add another transaction if needed. Repeat this step for as many transactions as you need to add.
Step 4 — Save All Transactions
When you have added all the transactions you need, click Save all transactions in the top right corner. A success notification confirms Saved 1 transaction (or however many you added).
The transactions are now saved to the Chart of Accounts and included in your BAS, P&L and other reports.
