Manual Entry lets you add records one at a time by hand. It’s perfect for paper receipts, cash purchases, or quick corrections that don’t come from a bank statement.

When to use Manual Entry

  • You have a paper receipt and no digital record
  • You made a cash purchase
  • You need to correct or add a missing transaction
  • You don’t have access to bank statements

The three Manual Entry tabs

The page is split into three tabs so you can keep your records organized:

  • Expenses — Bank or card-based expenses (categorized by IRS Schedule C)
  • Income & Adjustments — Income deposits and adjustments
  • Cash Income — Cash-only income that didn’t go through the bank

Picking the context

Before you can enter a record, choose:

  1. The business
  2. The bank account
  3. The year (and month, when applicable)

Manual Entry remembers your selection as you switch tabs.

How to enter an expense

  1. Open the Expenses tab
  2. Fill in the form:
    • Month and Day — short two-digit fields (the year comes from the selector at the top)
    • Provider — autocomplete; pick an existing provider or create a new one
    • Method — how the expense was paid (Credit Card, Check, ACH, etc.)
    • Amount — the dollar amount
    • Category — IRS Schedule C category in code | name format. Picking a category auto-fills the description (you can still edit it).
    • Description — what the expense was for
  3. If you picked Check as the method, you’ll also see a Check Number field
  4. If you picked Credit Card, you’ll see a Last 4 Digits field
  5. Click Save

Locking fields to speed up entry

Each repeating field (Month, Provider, Method, Category, Card last 4) has a lock toggle. Lock a field once and its value stays in place after you save, so you can fly through a stack of receipts that share the same provider, category, or card.

Tips for accurate entries

  • Be specific in descriptions (e.g., “Office supplies from Staples” instead of “Supplies”)
  • Categorize immediately — don’t leave records uncategorized
  • Check the date — make sure it falls within the correct tax year
  • Use locking when you’re entering many similar transactions in a row

Editing or deleting an existing entry

The list below the form shows the records you’ve already entered for the selected month. Click a row to edit it inline, or use the checkbox column to select multiple rows and act on them in bulk (see Bulk operations).