A16 / Add Transaction

Review manual details, Save or Cancel

Check a manually entered transaction and understand what Save and Cancel do.

Find it: Dashboard quick action or Transactions > Add

Video walkthrough

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Page-reference preview

Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Check the basics

  1. Verify type and category
  2. Read the actual amount
  3. Check the transaction date

Before recording a manual transaction, check its type, compatible category, amount and date.

These sample values are not defaults to copy into every entry.

Step 2

Review optional details

  1. Check subcategory and note
  2. Review spending and subscription tags
  3. Reminders remain optional

Review the subcategory, note, spending tag and subscription checkbox.

A reminder is optional and separate. Nothing typed in an unsaved form is a confirmed transaction or a learning example.

Step 3

Review and save once

  1. Check the final summary
  2. Use Save, or Cancel to leave it unsaved
  3. Complete an offered access unlock

Read the You're adding summary before recording this expense. Check the amount, category and date.

Tap Save once. If the manual-saving access offer appears, use a completed reward or regular Premium access; AI Premium and cloud consent are separate.

Cancel leaves the form unsaved. Pennie records transactions; it does not send money through your bank.

Step 4

Complete access only if offered

  1. A completed reward unlocks this feature
  2. Regular Premium is the separate paid route
  3. Not now leaves access unchanged

If the manual-saving access offer appears, choose a completed rewarded ad or view regular Premium plans.

Step 5

Check the saved transaction

  1. Open Transactions
  2. Check the recorded amount and details
  3. Do not enter the same movement twice

After Save, verify the saved row in Transactions.

Cancel does not approve or save this manual entry. Notification saving has separate Add Transaction and AI Review tutorials.

Manual saving and regular feature access do not require AI Premium or cloud-AI consent.

Related page references

Screenshot

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