What Are Manual Transactions?
Manual transactions are transactions you add to your cashflow manually. They help you:
Record payments or expenses not captured by bank synchronization.
Plan for future transactions by adding expected income or expenses.
When Can You Create Manual Transactions?
You can create manual transactions under the following conditions:
Manual Paid Transactions
There is at least one manual bank account in your entity.
Manual Expected Transactions
You can create expected transactions if:
There is at least one manual bank account in your entity.
OR
All accounts in your entity are synchronized accounts, and the Expected Transactions on Synchronized Accounts feature is activated.
Note: By default, the Expected Transactions on Synchronized Accounts feature is activated. If deactivated, and you have only synchronized accounts, you cannot create manual expected transactions. To check this setting, please contact our support team via the chat.
How to Create Manual Transactions
Using the ➕ Button in Cashflow
Click the ➕ button in the top right corner of the Cashflow page.
Select either Paid Transaction or Expected Transaction.
Enter the transaction details:
Amount
Date
Category
Bank Account
Save the transaction.
Using the ➕ Button in the Side Panel
Navigate to your Cashflow plan.
Click on a child category at the lowest level.
In the side panel, click the ➕ button in the Paid or Expected section.
Fill in the transaction details.
Save your transaction.
Splitting a Transaction
Select an existing transaction you wish to split.
Click on Split Transaction.
Allocate the amounts to create new transactions.
Save the changes.
💡 Tips
Manual Accounts are Essential: To create manual paid transactions, ensure you have a manual bank account set up.
Activating Expected Transactions on Synchronized Accounts: This feature lets you create expected transactions even if you only have synchronized accounts.
Planning Ahead: Use manual expected transactions to forecast future cashflow when you don't have an invoice management tool or have a low volume of expected transactions.
Q&A ❓
Why Can't I Create Manual Expected Transactions?
Possible Reasons:
All your accounts are synchronized, and the Expected Transactions on Synchronized Accounts feature is deactivated.
There are no manual bank accounts in your entity.
Solution:
Activate the Expected Transactions on Synchronized Accounts feature.
Add a manual bank account to your entity.
How Do I Activate the Expected Transactions on Synchronized Accounts Feature?
This feature is usually activated by default. If it's deactivated:
Contact your Agicap administrator or support team.
Request activation of the Expected Transactions on Synchronized Accounts feature.
Once activated, you can create expected transactions even with only synchronized accounts.