Quick category transaction

Available onAndroidiOSWeb

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

1. On the Budget tab, tap the category. Its sheet opens with the keypad.
2. Tap the New transaction icon (a dollar sign with a plus) at the top of the sheet.
3. The transaction screen opens with this category already selected. Enter the amount on the keypad and fill in the account, date, payee or notes as needed.
4. Tap the checkmark to save. The category's spent and available amounts update right away.

The New transaction icon isn't shown on income categories.

You'll find the same icon at the top of the category's Spending overview screen (see Quick category insights).

tip

To skip choosing the account as well, set the account you use most as your Default: open it from the Accounts tab and tap the star icon. It's then selected automatically for every new transaction. See Quick account transaction.