How can I manually add a transaction?

Did you use a personal account or cash to pay for a business expense? No problem! Learn how to add a transaction to your business financials.

If you've connected your business bank accounts to our accounting systems, those transactions will automatically be recorded on your account. If you used your personal account or cash to pay for a business expense, you can use our "Add Transaction" feature to record it.

On the left navigation bar, click "Accounting", and click "Add Transaction" from the drop-down menu:

You should see the "Add Transaction" page. Add details about the business transaction:

"Spent at" refers to the vendor/descriptor, and "Total amount" is the monetary cost of the business transaction. "Spent on" should be filled out with the date of the transaction - clicking "Spent on" will open a calendar where you can select the appropriate date:

"Category" is the business expense category - clicking on the section opens a drop-down menu. Please select the category that best matches the business expense.

If you're having trouble matching the category, select "General Expenses" and add as much detail to the "Description" as possible:

If you'd like to upload a receipt or supporting documentation for the transaction, please click "Browse Files" to upload the image, or drag the file from your computer to the section:

Once you've added all the information about the transaction, click the "Submit" button, and our accounting team will process your submission.