Quick add
The plus in the middle of the phone bar: a cash spend, a receipt, and a couple of extras when those modules are on.
Where to find it
On a phone, the plus in the centre of the bottom bar. Its name is Quick add: transaction or receipt.
- Press the plus. The sheet is titled Quick add.
- Add transaction is a cash spend the bank will not see. Enter the amount, the date, where you spent it, the category and an optional note, then press Add. It goes into the Cash account.
- Snap a receipt takes a photo or a PDF, reads it when AI extras is on, and matches it to a bank transaction. If AI extras is off, the photo is still kept with the payment you match. If receipt storage is not switched on, the row says so and the button stays off.
- When Home & belongings is on, you may also see Add a belonging, and Add policy from document when AI extras is on as well.
If a receipt is waiting for a matching bank row, the sheet adds Receipts waiting to match. Open that to match one, or make it a cash entry.
What this does not do
Quick add does not appear as a sidebar item on a computer. A cash spend is not a bank payment. Snapping a receipt does not pay the shop.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.