How to Add a Transaction?

Sequence > Left Navigation Bar > Banking > Accounts > Select Account

If a transaction is not on your bank statement, you can add it manually by following the steps below :

1. Follow the above-mentioned workflow to land on the Transactions grid.
2. Click the three-dot icon located at the top-right corner. Doing so reveals a couple of options.
3. Click Add deal. Doing so opens the Add transaction(s) popup.
4. Here, select the date of transaction from the Date calendar.
5. Enter the description of the transaction in the Description field.
6. Use the Amount field to enter the amount of the transaction.
7. Select the kind of transaction from the Kind dropdown.
8. To add another transaction, click the + Add a transaction button.
9. Once the required selections are made, click the Confirmer button.