Manual Transactions

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When to use manual transactions

• Cash payments received or made
• Transactions from accounts not connected to Cashflowy
• Corrections for bank errors or missing entries
• Non-bank activity - barter, credits, write-offs

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How to create one

1

Go to Transactions

Navigate to Banking → Transactions.

2

Click Add Transaction

Click the + Add Transaction button at the top right, then select Add Transaction from the dropdown.

3

Fill in the details

Field	What to enter
Date	When the transaction happened
Type	Deposit (money in) or Withdraw (money out)
USD Amount	How much
Category	Which category to assign
Account	Which account to record against
Description	What it was for (required)
Counterparty (From/To)	Who the transaction is with - e.g. vendor or payer (optional)

4

Save

The manual transaction appears in your transaction list and reports just like any bank-synced transaction.