Transactions

To add a transaction manually:

1. Tap the + button.
2. Enter the transaction name (e.g., “Coffee Shop”).
3. Enter the amount.
4. Set the date of the transaction.
5. Assign it to a budget and a spending category.
6. Optionally, add notes for extra context.

Tap any transaction to open its details. From there, you can edit the name, amount, category, budget, date, and notes. Changes are saved automatically when you confirm.

When you connect a bank account, transactions are automatically synced into Cadence. These synced transactions are categorised and matched to your budgets. To learn more about connecting accounts and how synced transactions work, see the Synced Accounts article.