Manually adding transactions

Need to track transactions for accounts that aren't connected to Origin? You can add these transactions manually to keep your financial picture complete and up-to-date. Currently, this feature is available for manually added accounts only.

Before You Start
To add manual transactions, you must first:

• Have a manually added account set up
• *Note: This feature is not yet available for connected accounts (coming soon!)*

Step-by-Step Instructions

Adding a New Transaction

1. Go to your Transactions page
2. Click the three-dot menu (⋮) on the right side
3. Select "Add Transaction"
4. Fill in the transaction details:
   - Date
   - Amount
   - Category
   - Description
   - Account
   - Type (income/expense)
   - Notes (optional)
5. Click "Add Transaction" to save

Common Uses
Manual transactions are perfect for tracking:

• Cash expenses
• International accounts
• Investment properties
• Side business transactions
• Personal loans or debts

Tips for Manual Tracking

• Add transactions regularly to stay current
• Use consistent descriptions for similar expenses
• Double-check amounts before saving
• Add notes for context when helpful
• Review your manual entries periodically

Important Information

• Manual transactions can be edited later if needed
• These transactions will appear in your spending reports and budgets
• Keep your receipts for verification
• Regular updates help maintain accurate records

Coming Soon: The ability to add transactions to connected accounts!

You may also like:
How do I add an account manually to Origin?

How do I edit an account I added manually?