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  • Registration Username = Member ID # (Primary Share Number)
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May 25, 2021 Money Management

Add Manual Transaction In Money Management

If you are using a manual account to track cash spending or another account, you may wish to add manual transactions to Money Management to account for spending from this account. 

To add a manual transaction: 

  1. Click on “+” icon on top right, just below the navigation bar,
  2. Enter all details of your transaction, including the amount, payee, date, category, account, type, and any relevant tags or memos,
  3. Click “Save.”

The transaction type refers to whether the transaction is a credit or a debit. A credit is generally money being added to one of your accounts, such as a deposit or payment against a credit card. A debit is generally money taken from an account, such as money spent at the store or a transfer out of savings.