In MoneyCoach there are a lot of ways to add a new Transaction. Here you will learn how you can add a new transaction in the easiest way possible.
Here’s how you do it:
1 – In the Overview, tap the floating + button
2 – Enter the expense amount
3 – If you have a favourite Account and Category, you can just tap Save and that’s it, you just logged a transaction in less than 2 seconds.
For more options:
1 – Near the top of the screen:
- You can select your Transaction type as either an “Expense”, “Income” or “Transfer”
- You can change the date of this transaction, perfect to use for backdate or future transactions
2 – To add a description or a tag to the Transaction, tap the “#” button and enter your description or hashtag.
3 – To make a Repeating or Recurring Transaction, perfect for bills or subscriptions, tap the “circle arrow” button next to the “#” button. Find a full detailed guide here.
4 – To change your account, tap on the “Account” button and select a new account.
5 – To change the category, tap on the “Category” button and select a new category. Here you can also select a Subcategory.
6 – Tap the “Save” button to save your new Transaction.
We also made this helpful video tutorial. Check it out: