Open the area's Money page and click New transaction.
Fields
Field | Notes |
|---|---|
Amount in (£) | Used for money coming in: weekly allowance, refunds, contributions. Leave empty for outgoings. |
Amount out (£) | Used for money going out: shopping, activities, travel. Leave empty for income. |
Description | Short text describing what the transaction is. Required. |
Date | Defaults to today. Edit if you're back-recording. |
Receipt | Optional. Drag-and-drop or click to upload a single image. PDFs supported. |
Heads up — A transaction is either money-in OR money-out, not both. Leave the unused field blank. If you fill both, the form rejects the submission.
Submit and confirm
Pick the direction (one of the two amount fields).
Type the amount in pounds and pence.
Write the description. Use a consistent prefix (e.g.
[Shopping],[Travel]) so transactions are easy to filter later.Attach a receipt photo if you have one. Receipts are useful evidence during audits.
Save. The running balance updates immediately.
Tip — Record transactions on the day they happen. Reconciling at the end of the week from memory leads to mistakes. The receipt is your evidence — photograph it before it fades.