7 GUIDES & ANSWERS
Accounts & activity
Record money, understand balances and fix a transaction.
How do I add a money account?Track cash, a bank balance or another account in its own currency.How do I record income or an expense?Choose the correct account and category, then review the saved record.How do I edit or delete a transaction?Open a record from Activity and review the balance adjustment.How do I search and filter Activity?Find a recorded transaction and open its details.Why do balances and currency labels look different?Understand account currencies, display preferences and unconverted totals.How do recurring transactions work?Use the recurring option when your plan includes scheduled posting.A save lost connection. Should I try again?Follow recovery messages and check records before creating a duplicate.