This section allows you to categorize and organize a single transaction entry.


Organize your cash transaction:

  • Click on the Select Category to open up the drop down list of category options.

  • If applicable, enter the payee of your cash transaction.
  • Per your preference, you may enter a number or name as an internal reference.
  • Enter tags so you can easily categorize and find your entry.
  • There is only one option for its status: “Projected.” This allows you to complete a projection of your cash flow during varying intervals of time.

For example, your entry could look like this:

  • Lastly, click on the blue Generate button to complete your entry.
  • If you make a mistake and need to start all over again, simply click the yellow Clear All button.

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Entering a Single Cash Transaction