> ## 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.

# Manual Transactions

> Record transactions that don't appear in your bank feed, such as cash payments or off-platform activity.

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

<Steps>
  <Step title="Go to Transactions">
    Navigate to **Banking** → **Transactions**.
  </Step>

  <Step title="Click Add Transaction">
    Click the **+ Add Transaction** button at the top right, then select **Add Transaction** from the dropdown.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/uMIw35A-PrO3gBNP/images/image-13.png?fit=max&auto=format&n=uMIw35A-PrO3gBNP&q=85&s=6a3ab68c202991bbc8bc9b23a8f3090d" alt="Image" width="350" height="60" data-path="images/image-13.png" />
    </Frame>
  </Step>

  <Step title="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) |
  </Step>

  <Step title="Save">
    The manual transaction appears in your transaction list and reports just like any bank-synced transaction.
  </Step>
</Steps>

<Warning>
  Manual transactions are not verified against your bank. Double-check amounts and dates to keep your books accurate.
</Warning>