Record a One-off Transaction

Use a transaction for anything that isn’t on a repeating schedule — a bonus, a tax refund, or an unplanned purchase.

1. Open the account it belongs to, and go to its Transactions tab.
2. Select Add transaction and fill in:
   • Name — e.g. “Tax refund” or “Car repair”
   • Amount
   • Type — Credit (+) if it adds to your balance, or Debit (–) if it subtracts from it. There’s no need to type a minus sign for an expense — just pick Debit.
   • Date — which pay period it falls into
3. Save. The transaction shows up in that pay period’s forecast, affecting the running balance from that point forward.

If the same expense or deposit is going to recur, add it as a bill or income source instead — see Track a recurring bill.