TRANSACTIONS
Record income or spending and connect it to the account or credit card it belongs to.
4 min readBEFORE YOU START
The information you need depends on whether you are recording an expense or income.
The transaction date and amount
The relevant category
The account or credit card involved
A useful description or merchant name
STEP BY STEP
Go to Transactions in your MoniTrak workspace. This is where recorded income, expenses and transfers can be reviewed and managed.
Choose Expense when money is being spent, Income when money is being received, or Transfer when money is moving between your own accounts.
Transfers are different from income and expenses. Moving money between your own accounts should not create new income or spending.
Add the amount, date, category and the account or card involved. You can also include a description, merchant and notes when useful.
Check the transaction type, amount and account or card before saving it to your workspace.
WHAT HAPPENS NEXT?
Once saved, the transaction can appear in your transaction history and provide context for the account or card, spending category, budgets and reports it relates to.
Visible in Transactions
Connected to the selected account or card
Available to relevant budgets and reports
NEED MORE HELP?
Visit the Help Center or get in touch if you can't find what you need.