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.

Attach a photo of a receipt to any transaction for record-keeping. Tap the receipt icon when viewing a transaction to capture or upload an image. Receipts are stored securely and can be viewed at any time by opening the transaction.

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