Not every transaction flows through your bank. Cash payments, transactions from unconnected accounts, or corrections can be recorded manually.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
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
Click Add Transaction
Click the + Add Transaction button at the top right, then select Add Transaction from the dropdown.
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) |