Not every transaction flows through your bank. Cash payments, transactions from unconnected accounts, or corrections can be recorded manually.
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
How to create one
Go to Transactions
Navigate to Banking → Transactions.
Click Add Transaction
Click the + or Add Transaction button and select Manual Transaction.
Fill in the details
| Field | What to enter |
|---|
| Date | When the transaction happened |
| Description | What it was for |
| Amount | How much |
| Type | Deposit (money in) or Withdrawal (money out) |
| Category | Which category to assign |
| Account | Which account to record against |
Save
The manual transaction appears in your transaction list and reports just like any bank-synced transaction.
Manual transactions are not verified against your bank. Double-check amounts and dates to keep your books accurate.
