Add a bank line by hand
Owner or admin
Type in a single deposit or withdrawal that never showed up in a statement file.
Use this for the odd transaction that is missing from your file or feed, for example a bank fee on a statement you only have on paper.
Step by step
- In the menu on the left, choose Banking.
- In the Import Bank Statement card, choose Add Manually. The Add a Transaction window opens.
- Fill in the boxes (see below).
- Choose Add. A "Transaction added" message appears and the line shows in Transactions, ready to match.
What each box means
| Date | The date the money went in or out, as on your statement. It starts as today. |
|---|---|
| Direction | Money in for a deposit, Money out for a withdrawal. |
| Description | Whatever helps you recognise it later, for example "Bank fee". If you leave it blank it is called "Manual entry". |
| Amount | The amount, without a minus sign. The Direction box decides whether it is in or out. Todah says "Enter an amount." if this is empty or zero. |
Lines you add by hand appear under "Manual entry" in the Statement drop-down. To fix a mistake, delete the line (More actions → Delete) and add it again.
See also
Was this helpful?
Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.