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Quick account transaction

Available onAndroidiOSWeb

When you're looking at an account, you can add a transaction to it without picking the account again.

  1. Go to the Accounts tab and tap the account to open Account details.
  2. Scroll down a little. The top bar switches to show the account's name and balance, and a New transaction icon (a dollar sign with a plus) appears.
  3. Tap New transaction. The transaction screen opens with this account already selected.
  4. Enter the amount on the keypad, choose the category, and add the date, payee or notes if you need them.
  5. Tap the checkmark to save. The account's balance updates right away.
Account details scrolled down, with the New transaction icon (a dollar sign with a plus) highlighted in the top bar
info

The New transaction icon appears for accounts you can spend from. It takes the place of the pin icon once you scroll, so scroll back to the top to pin the account.

Make an account your default​

If you use one account for most of your spending, set it as your default so it's selected automatically for every new transaction, wherever you start it from:

  1. Open the account's Account details.
  2. Tap the star icon (Default) in the top bar.

Tap the star again to stop auto-selecting that account.