How-to · Transactions

How do I add a transaction?

· 1 min

Paid in cash, or something Spentio didn't log? Add it yourself in a few taps.

Steps

  1. Choose + at the top, then Transaction.

    On the web: Or press ⌘K and choose Create transaction.

    On iPhone: The + is at the top right of every tab.

  2. Choose Expense or Income, then type the amount and a description.

    On iPhone: To copy a past one, tap Search previous transactions first.

  3. Choose the date, the category and the account. For the category, open a group and choose one of its subcategories.

    The category list on iPhone with one group open, showing its subcategories, Uncategorized among them.
  4. Save it. It appears at the top of Transactions.

    On the web: Choose Add Expense or Add Income.

    On iPhone: Tap Add.

Questions

Why can't I choose just a group as the category?
Each transaction goes into one subcategory, and it still counts in its group's total. Not sure which one? Choose Uncategorized in that group.
Do I need to add payments my iPhone already logged?
No. Payments logged automatically or imported are already in Transactions. Add only what's missing, like cash.
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