How to create manual operations in FIN AI
Last updated
Last updated
This article will help you understand how to manually add expenses or income to your FIN AI financial account. Manually adding transactions is useful in situations where you want to instantly capture a transaction that was not automatically added or uploaded through bank statements.
Log in to the FIN AI desktop version via the official website .
Go to the MyFin tab in the main menu.
Click the "Add payment" button in the upper right part of the screen, and a menu will open to add a new transaction.
Filling in the fields
Transaction type: Expenses, Income, Transfer.
Amount: Enter the amount of the expense or income. For convenience, you can change the currency of the transaction using the drop-down list.
Date: Click the date field and select the desired date and time of the transaction. The current date is set by default.
Name: Enter a brief description of the transaction (for example, "Pay phone bill" or "Salary").
Select an account: Select the account to which the transaction will be linked from the list of available accounts (for example, Cash, Mono Card, or Business Account).
Category: Click on the Category field and select the appropriate category from the list (for example, Education, Transportation, Income).
Save the operation: After filling in all the fields, click the "Create" button. The operation will appear in the general list in the "MyFin" section.
User case:
Bryan forgot to add the previous day's fuel expense. He opened the MyFin section, added the transaction retroactively, and marked it in the Transportation category.
