Getting Started: Adding Your First Transaction

Transactions are the heart of your financial tracking experience. Every expense, income entry, or balance adjustment you record helps build a clearer picture of your spending and financial trends over time.

In this guide, we’ll walk through how to add your first transaction in Insyte.

Before You Begin

Make sure you've added at least one account to Insyte. If you haven't already done so and need help, check out this article, Getting Started: Adding Your First Account.

Step 1: Open the Add Transaction View

Users can access the Add Transaction View from anywhere in the app, by tapping the "+" icon at the bottom right of the tab bar, then selecting "Transaction."

Step 2: Choose a Transaction Type

Insyte currently supports the following transaction types:

• Income
• Expense
• Transfer
• Payment
• Fee
• Interest

Choose the option that best matches your transaction.

Step 3: Select Account(s) and Transaction Category

All transaction types require at least one account be selected. This matches the transaction to the accounts you've added to automatically update your account balance. Transfer and payment types have two account options, to specify the "from" and "to" accounts in each transaction type. These options also support an "external account" option for transfers and payments to accounts that may not be added to Insyte.

The category field dynamically updates based on the transaction type to show categories pertinent to that type. A default set of categories is included with the app. Users can add their own categories for each transaction type in Settings.

Step 4: Enter Transaction Details

All transaction types have a field for transaction name, this is how transactions are identified in the activity view (list of all of your transactions). For expense type transactions, a location can be selected which will fill the transaction name if left blank.

Next, add the transaction amount. The app intelligently determines whether the amount is positive or negative based on the transaction type.

Then, select a date to apply the transaction.

Below the date field is a status selector, where you can select "projected" or "posted". Selecting a date in the future will automatically select projected. Projected transactions are not counted in your account balance until the date selected. Each time the app opens, it reviews projected transactions and updates them to posted if the date has past.

Step 5: Save the Transaction

When finished adding transaction details, tap the checkmark at the top right of the Add Transaction view. Your transaction will immediately appear on the selected date, and if posted, your account balance will automatically update.

For expense type transactions, the Spend View will now show your transaction grouped by category.

Support

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• Have questions? We’re here to help.