Truebill makes it easy to analyze your spending by simply linking your bank accounts. However, sometimes you might use cash or make a purchase with an account that you don't have linked. In those cases, it's a simple process to add in a transaction to make sure you're getting a full picture of your finances. Keep reading for step by step instructions and then some examples on how to use this feature.
Adding a transaction
First, head on over to the Transactions tab. From there, select the + symbol in the upper right.
You can select either Spend or Income, depending on what type of transaction you're entering. Add the name, the date, the amount, and the category. If you're adding income, the category will be pre-selected to Income. Select Save when completed.
Your manual transaction will now be on the Transactions tab and reflected in your budget as well!
Removing a manual transaction
If you want to remove a manual transaction, simply tap on it and select Delete manual transaction at the bottom of the screen. Please note that this will also remove the transaction from your budgets.
Here are some examples of how this feature can help you budget!
- If you're paid in cash for any of your work, such as cash tips, you can make sure those are reflected in your income by entering them manually. You can either add a transaction for every time you receive cash or add your sum cash total on a weekly/monthly basis.
- Any cash expense can be added to your budgets this way. Just make sure you select the correct category when adding it as a transaction!
- If you have a bank that Plaid, our secure linking provider, doesn't support, you can manually add some of your transactions with this feature. Although we do not recommend doing this if you use that bank on a regular basis, this could work for accounts that you use sporadically.