Add a transaction

Record an expense, an income or a transfer between your accounts.

Updated 2026-10-07

A transaction is any money coming in, going out or moving between your accounts. Recording them is what powers your balances, budgets and forecasts.

Where to find it

Open Transactions from the bottom bar. The list shows every transaction, newest first, grouped by day.

Steps

  1. Tap the round + button on the list (its label is Create transaction).

The Transactions list with the Create transaction button marked

  1. Choose Expense, Income or Transfer at the top, then type the Amount.

The Expense option and the amount field marked

  1. Tap Account and pick the account the money comes from or goes to.

The account picker with Everyday Checking marked

  1. Tap Category and pick one.

The category picker with Groceries marked

  1. Check the Date, and add a Note if you like. You can also enter a Fee.

The Date and Note fields marked on the form

  1. Tap Save expense. The button's name follows the type you chose.

The Save expense button marked at the bottom of the form

Tips

  • A Transfer moves money between two of your accounts, so it asks for two accounts.
  • If an account uses a different currency from your organization, DuoCents converts it when it adds up your totals.
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