Add an account while adding an expense or income
- In the expense or income, tap Paid from (or Received in), then tap Add new account at the top of the list.
- If you searched and nothing matched, the button says Add "…" as a new account and fills in that name.
- Fill in the account as usual and save. You come straight back to the transaction with the new account picked, and everything you'd typed is kept. Back leaves the transaction as it was.
- Assets and loans aren't offered there: an asset changes by transfer, and a new loan is added from Accounts so you can say where the money went.
- In the PC Manager, choose + Add new account… at the bottom of the Account list in the transaction form.
In the app: Add a transaction
More in Transactions and transfers
- Edit, duplicate or delete a transaction
- Find transactions
- Swipe through transaction dates
- Pick a date quickly
- Use the amount calculator
- Autocomplete and transaction notes
- Choose the default account for new transactions and transfers
- Link a transaction to a recurring bill
- Move money between accounts
- Add a fee to a transfer
- What a Balance adjustment is
- Record the difference when you correct a balance