Manual transactions

March 6, 2025

We've introduced manual transactions, for those times you need to make adjustments that aren’t captured by bank transactions.

Manual Transactions

Use manual transactions to:

  • Add a missing expense or bank transaction
  • Split a transaction (eg. breaking down a cash deposit into separate income/expense items)
  • Entering a simple journal (eg. a year-end gross-up for rental income)

We've started small and simple with this feature. We wanted to get it out to you as soon as possible and get feedback on how you'd like it improved.

In terms of limitations: you can't attach documents yet, but we'll add that soon. Formal splitting (with links to the original tranasction) is on the way. The only other limitation is that manual transactions must be associated with an existing bank account.

Tags

February 17, 2025

You can now apply tags to transactions, to track income and expenses across different properties, entities, or individuals.

Tags in the Cashbook

Create them on-the-fly in the Cashbook or from your client's settings. Tags are fully customisable and you can create as many as you want.

Tag management

For those of you coming from the Xero world, they'll feel reminiscent of tracking categories. Only, for the moment you can't group them. We've kept things as simple as possible to begin with and want to hear your feedback on where to take them.

Give them a spin and let us know what you think.