In the following tutorial we will show you:
- How to add an expense
- How to add income
- How to view transactions for different months
How to add an expense
Step 1: Select Accounts
Step 2: Select your cash account
Step 3: Select the + button
Step 4: Input the amount, select the category, add a note, or even take a photo of the receipt by selecting the camera icon.
Step 5: Click Save
How to add income
Step 1: Select the + button
Step 2: Select Income
Step 3: Input the amount, the category, a note, or add a photo.
Step 4: Click Save
How to include invoice payments as an income stream
When an invoice is paid, the transaction will automatically be recorded in your cash wallet as an income by invoice number
How to view transactions for different months
You can also view transactions for different months by selecting the top arrows.
Select “This month” to bring the transaction view back to the current month
Next tutorial: how to take a photo of your expense receipts on cashflow.