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Manual Transactions

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

1

Go to Transactions

Navigate to BankingTransactions.
2

Click Add Transaction

Click the + or Add Transaction button and select Manual Transaction.
3

Fill in the details

FieldWhat to enter
DateWhen the transaction happened
DescriptionWhat it was for
AmountHow much
TypeDeposit (money in) or Withdrawal (money out)
CategoryWhich category to assign
AccountWhich account to record against
4

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.