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Articles on:Adding transactions
Record expenses and income manually, by voice, or by scanning a receipt.

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  • Export and import
  • Recurring transactions
  • Adding transactions
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  • Add income
    Add income Record money you receive, such as salary or a payment, so it appears with your other transactions. Steps Open Add and choose Income. Enter the amount and select an income source. Check the destination Space, date and other details. Tap Save and wait for confirmation. What to know Choose the appropriate income source and check the amount before saving.Few readers
  • Scan a receipt with the camera
    Scan a receipt with the camera Use the camera to photograph a receipt while preparing an expense. Steps Choose Scan and select the option to take a photo. Allow camera access if prompted, then photograph the receipt clearly. Adjust the receipt area if prompted and check the recognized details before saving. What to know Keep the text legible and include all important parts of the receipt. The physical camera flow requires an iPhone.Few readers
  • Add a transaction by voice
    Add a transaction by voice Add by Voice prepares a transaction from speech and lets you review it before saving. Steps Choose Voice from Home and allow the requested permissions if needed. Say the transaction clearly, including its amount and description. Review the recognized details and correct any mistakes. Continue to the form and save after checking the details. What to know Say the amount and description clearly. Speech recognition can make mistakes, so review theFew readers
  • Scan a receipt from a photo
    Scan a receipt from a photo If a receipt photo is already saved, you can choose it from your photo library for scanning. Steps Choose Scan and select Choose from Photos. Allow photo access if requested and select a receipt image. Review the image area and recognized details, then continue to the form and save. What to know Use a clear image and confirm you selected the correct receipt before continuing.Few readers
  • Choose a Space for a transaction
    Choose a Space for a transaction A Space determines where a transaction is saved and the currency used for its amount. Steps Before opening the transaction form, open the Space selector from Home. Choose the Personal or Shared Space where the transaction should be saved. Check its currency and the other details before saving. What to know Choose a Space before opening the form. When using All Spaces, check the destination the app uses.Few readers
  • Add an expense
    Add an expense Record money you spend so you can review the transaction and see it in reports for the selected Space and period. Steps Open Add and choose Expense. Enter the amount and select an expense category. Check the destination Space, date and any other details. Tap Save and wait for confirmation. What to know Check the amount, category and destination Space before saving.Few readers
  • Example voice commands for transactions
    Example voice commands for transactions These examples help you start recording expenses and income by voice. Steps Try describing an expense, such as “Lunch, fifty thousand rupiah”. For income, try “Salary, five million rupiah”. Check the transaction type, amount, category or income source, and Space before saving. What to know Use them as a guide, then check that Rinci recognized the intended transaction type and amount.Few readers
  • Scan a receipt to add a transaction
    Scan a receipt to add a transaction Receipt scanning helps fill transaction details from an image so you do not have to enter everything from scratch. Steps Choose Scan from Home to open receipt scanning. Choose an available image source and follow the instructions. Review the recognized amount and receipt details and correct mistakes. Continue to the form, check the Space and save. What to know The extracted details may differ from the receipt. Check the total, date andFew readers

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