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How to Add a Transaction Manually in Sumung

For activity that didn't come through a bank sync or statement import - like a cash deposit - you can record it directly from the account's Manage menu.

Steps

  1. Open the bank account and click "Manage" (or "Manage Account").
  2. Under the NEW column, choose Add Deposit, Add Withdrawal, or Transfer (Contra).
  3. Fill in the Transaction Details: Bank Account, From/To contact, Reference, Date, and Currency.
  4. Add Line Items with an Account, quantity, price, and tax as needed - the summary panel totals the amount automatically.
  5. Optionally add Internal Notes or Attachments, then save the transaction.

Related Articles

  • How to Edit a Transaction in Sumung
  • How to Categorize Transactions in Sumung
  • How to Delete a Transaction in Sumung

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