How do I add a manual transaction to untied?

If you have an account that is not supported by untied or if you have cash transactions, you can add manual transactions (see also the linked article about uploading). There's a video at the bottom too!

For example, you make monthly gift aid donations to Crisis of £10 a month from PayPal.

Using the untied app

Our suggestion would be:

Step 1

Total up the value of transactions in a category (£120 in this example)

Step 2

Click on the floating plus button

Step 3

Add a manual "money in" or "money out" on one date in the tax year, entering information in the description (we tend to use 31 March for the yearly totals).

Step 4

If you have backup information eg a copy of your Excel calculation, add it as a receipt/evidence so you have it if needed. You may need to click on advanced to get to this screen.

In your browser

The process is similar to adding transactions to your browser. Click on the "hamburger" button at the top of the screen, then add a transaction.

Select whether you are adding income or expenses and then fill in the rest of the information.

Here's a video that shows you how: