If you have payments or transactions made in cash or via credit card that are not automatically tracked on Fold, you can add them manually.
To add a manual transaction:
- Navigate to the Transactions tab (the second tab from the bottom on the left side of your screen)
- Look for the Add button located at the top right corner of the Transactions tab and click on it.
- To record a credited amount, click on the plus icon (+) and enter the amount.
- To record a deducted amount, click on the minus icon (−) and enter the amount.
- After entering the amount, make sure to add relevant tags and the merchant associated with the transaction.
- Select the source of the payment: If this transaction was made in cash, select Cash. If it was made using a credit card, choose the credit card.
Once done, your transaction will be successfully added and affect the cashflow and spending summary.