Add Expenses and Income

Add Transaction

Record expenses, income, and transfers with the details needed for accurate balances, reports, budgets, and activity tracking.

1. Open add transaction form.
2. Select transaction type: Expense, Income, or Transfer.
3. Enter amount.
4. Select category.
5. Select account.
6. Add note, date, tags, documents, or activity if needed.
7. Save.

Smart Entry

Create a transaction faster by typing a natural phrase. ExpenseKit reads the amount, account, category, and date so you can review and save.

1. Open Smart Entry.
2. Type transaction text, like Coffee 120 cash yesterday.
3. Review detected type and details.
4. Change category, account, or date if needed.
5. Save.

Outcome: App creates transaction from parsed details.

Voice Input

Use voice input when typing is inconvenient. Short spoken entries work best for quick expenses, income, and cash notes.

1. Open Voice Input.
2. Tap microphone.
3. Speak transaction details.
4. Review detected result.
5. Save or retry.

Note: Use short phrases with amount, category, account, and date.

Recent Transactions

Review, filter, sort, edit, and delete your transaction history from one transaction management view.

1. Open Recent Transactions.
2. Use sort menu to change order.
3. Tap Advanced Filters.
4. Filter by type, date, account, category, tags, attachment, or activity.
5. Tap transaction to view details.
6. Edit or delete when needed.

Multi-Select Transactions

Use multi-select when you need to clean up several visible transactions at once.

1. Open Recent Transactions.
2. Enable select mode.
3. Tap transactions.
4. Use Select Visible if needed.
5. Tap Delete.
6. Confirm.

Transaction Details

Open a transaction to verify every saved detail, update the record, delete it, or convert it into a scheduled transaction.

1. Tap transaction.
2. Review amount, category, account, date, note, activity, tags, and attachments.
3. Tap Edit to update.
4. Tap Delete to remove.
5. Tap Schedule Transaction to turn it into a recurring transaction.