Adding Payments
You can add payments, including income or expenses, as well as transfers between accounts. These could be one-off payments, repeating bills or a regular amount transfered to savings. Payments can be either one-off or recurring, e.g. weekly, fortnightly, monthly, etc. For recurring payments with different intervals, the app will calculate the monthly amount to give you a better understanding of how your payments add up.
To add Income or an expense, follow the steps below.
- Open the Options Menu
- Under Payments, tap Income or Expenses
- Tap Add more…
- Enter the amount for the payment - enter the amount you normally pay if it repeats
- Enter a name for the payment, e.g. Rent, Power, etc
- Select the next date the payment will be made
- Select the frequency of the payment
- If you would like a reminder, select the time you want to be reminded
- Select a category for the payment
- If you have multiple accounts, select the account this payment will be made from/to
- Leave the payment enabled
- Enter any notes you like about the payment
- Tap Save
To add a transfer, follow the steps below.
- Open the Options Menu
- Under Payments, tap Transfers
- Tap Add more…
- Enter the amount for the payment - enter the amount you normally pay if it repeats
- Enter a name for the payment, e.g. Rent, Power, etc
- Select the next date the payment will be made
- Select the frequency of the payment
- If you would like a reminder, select the time you want to be reminded
- Select a category for the payment
- Select the account this payment will be made from
- Select the account this payment will be made to
- Leave the payment enabled
- Enter any notes you like about the payment
- Tap Save