How to add Transactions Manually & Unassign/Archive Transactions?

This section lists transactions which have been mapped to an application. These will be reflected in your dashboard and individual application spending.

Adding a transaction manually

To manually add a transaction, you must click the ‘Add’ button on the top right corner. In the pop-up, you will need to search & select the application, enter the currency, amount, and transaction date & select a payment method. Click ‘Add Transaction’ to add the transaction.

If you wish to add a transaction for a product that does not exist in your workspace, you can click ‘Add New Application’. It will open a side pane where you can fill in the product-related details and save the product.

Bulk Unassigning / Archiving Transactions

Clicking the checkboxes on the left-hand side opens up the bulk options to unassign/archive transactions. Unassigning apps will remove the transactions from the recognised section and move them to the unrecognized section. Archiving transactions moves them to the archived section.

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How to add Transactions Manually & Unassign/Archive Transactions?

Modified on Sat, 31 Dec 2022 at 10:54 PM

This section lists transactions which have been mapped to an application. These will be reflected in your dashboard and individual application spending.

Adding a transaction manually

To manually add a transaction, you must click the ‘Add’ button on the top right corner. In the pop-up, you will need to search & select the application, enter the currency, amount, and transaction date & select a payment method. Click ‘Add Transaction’ to add the transaction.

If you wish to add a transaction for a product that does not exist in your workspace, you can click ‘Add New Application’. It will open a side pane where you can fill in the product-related details and save the product.

Bulk Unassigning / Archiving Transactions

Clicking the checkboxes on the left-hand side opens up the bulk options to unassign/archive transactions. Unassigning apps will remove the transactions from the recognised section and move them to the unrecognized section. Archiving transactions moves them to the archived section.

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