manual transactions Archives - Defence Finance

Can I add transactions manually to cashflow?

option 1

1. Open mycashflow
2. Click on the tools button in the top right corner.
3. Select Add transaction, complete the requested fields
4. Click Save & exit.

Option 2

You can also add transactions manually to your bank account in the mywealth tab.

1. Click on the mywealth tab
2. Select “Bank Accounts” (You must already have bank accounts set up with your account, see how to add bank accounts data feeds or manually)
3. Select the account you would like to add the transaction to.
4. Click on “Transactions”
5. You will see an orange “Add” button, click on that and you will be prompted to enter details for your manual transaction.

You might also be interested in How to bulk import transactions into mycashflow