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Add or correct a transaction

Choose an expense, income or transfer so your balances and reports make sense.

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Updated 7 September 2026

Where to find it

On the website
Transactions → add button or an existing entry.
On Android
Transactions → plus or an existing entry.
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Before saving a transaction, check its type, amount, date, category and account. Before saving a transaction, check its type, amount, date, category and account.
On the websiteBefore saving a transaction, check its type, amount, date, category and account.Before saving a transaction, check its type, amount, date, category and account.
01

Choose the transaction type

A purchase is an expense; salary is income. Moving money from your own card to your own savings account is a transfer. It does not mean you earned or spent that amount.

  • Tap the add-transaction button.
  • Choose a type and account. Transfers need both a source and destination account.
  • Enter the amount, date and, for income or expenses, a suitable category.
02

Check the entry

After saving, open Transactions. Search by description or filter by period and account. If you used voice input or recognition, check the amount and date especially carefully.

  • Open an entry to correct a mistake.
  • Delete only unwanted entries: deletion affects your records.
  • Before importing again, check whether the purchase is already listed.
03

If the balance is wrong

Compare entries for the same period. Common causes are an incorrect opening balance, a missing purchase or a transfer recorded as an expense.

  • Check the selected account and workspace.
  • Make sure income was not recorded as an expense, or the other way around.
  • Find the discrepancy before adding an artificial adjustment just to make the balance look right.

What you should see

The saved entry can be found in Transactions and checked by date and amount.

A saved demo purchase, already displayed in the transaction list. A saved demo purchase, already displayed in the transaction list.
On the websiteA saved demo purchase, already displayed in the transaction list.A saved demo purchase, already displayed in the transaction list.
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Next steps

Add a card, cash or savings accountFind a purchase missing from the listFix a balance that does not match your bank
All guides in this topic: Accounts and transactions →

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