Quick Account Transaction
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When you need to quickly add a transaction to a specific account follow these simple steps:
Tap on the Desired Account:
From your account overview screen, select the account for which you want to create a transaction. This will open up detailed options for that account.
Click the Transaction Icon:
As you scroll through the account screen, the transaction icon (represented by a plus sign at the top of the screen) will appear. Tapping this icon will open a transaction entry window with the account automatically pre-selected, simplifying your workflow.
Enter Transaction Details:
Input the details of your transaction using the keypad interface. Enter the amount, choose the category, set the date, and add any relevant notes.
Confirm the Transaction:
Once you've filled in the necessary details, simply hit the checkmark button to confirm and save the transaction. The app will update your account balance accordingly, reflecting the newly added transaction in the selected account.
