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Record a manual transaction safely

2 min readAll workspaces

You can save a manual transaction in the current workspace and then use the saved-request checker to verify the receipt if the confirmation is not immediate. Choose the correct account first, because the amount must match that account’s verified 3-letter currency before you can save.

Before you start

  • You must be signed in to the current workspace and have permission to write transactions.
  • You need at least one bank account in the current workspace with a verified 3-letter currency code.
  • Use the correct workspace mode for the place you are working: business transactions in a business workspace, or personal transactions in a personal workspace.

Open the manual transaction form

  1. Go to Transactions.
  2. Select Manual Transaction.Manual Transaction
  3. In the Add Manual Transaction window, the current bank accounts are shown so you can choose the correct one before saving.

Enter the required fields

The form requires a date, direction, amount, account, and description. Currency comes from the account you select, and that account must already have a verified 3-letter currency code.

  1. Date *: choose the posting date for the manual entry.Date *
  2. Direction *: choose Money Out (Debit) or Money In (Credit).Direction *
  3. Amount *: enter a value greater than 0.Amount *
  4. Account: choose an account from the list. The app uses that account’s verified currency.Account
  5. Description *: enter a clear description for the transaction.Description *
  6. Counterparty (optional): add the person or company if you want to record it.Counterparty (optional)

Save the transaction safely

  1. Confirm the date, amount, account, and description are correct.
  2. Select Save Manual Transaction.Save Manual Transaction

What happens after you save

If the save is accepted, the app shows a confirmation with the transaction amount and currency. The transaction then appears in the Transactions list for the selected account once the saved result is confirmed.

If the confirmation is missing or delayed

  1. If the original manual save is still pending, use Check original manual save.Check original manual save
  2. If you know the request was never sent, use Cancel unsent manual save.Cancel unsent manual save
  3. If the app says the original request has not been found yet, keep the request and try again later.

Limits and recovery rules

  • Amount must be greater than 0.
  • Currency must already be verified for the selected account.
  • The account must belong to the current workspace.
  • Cancel unsent manual save only works before the request has been dispatched.
  • If the save was already completed, do not start a new transaction just to recover the same one. Use the original request and check its receipt instead.

Updated

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