Transactions on connected accounts sync automatically. For manual accounts — or to add a transaction to any account at any time — use the Add Transaction form.
Adding a transaction
Tap Add Transaction from the home screen, the Transactions tab, or any account detail page. If you open it from an account page, that account is pre-selected.
Fields
Account (required) The account the transaction belongs to. If you only have one account, it’s selected automatically. You can create a new account inline if needed.
Amount (required) The transaction amount and currency. Tap the currency code to change it — useful if the transaction was in a different currency than the account’s default.
Description (required) A short note about the transaction — the merchant name, payee, or what it was for.
Date (required) Defaults to today. Tap to pick a different date. Transactions can be backdated as far as needed.
Category (required) How the transaction is classified for reports. Choose from your existing categories or create a new one inline. See Categories & tags →
Tags (optional) Free-form labels for flexible grouping. A transaction can have multiple tags. You can create new tags inline.
Saving
Tap Add Transaction to save. The transaction is added to the account immediately and reflected in your balances and reports.
Editing and deleting
Tap any transaction in the Transactions tab or account detail view to open it. From there you can edit any field or delete the transaction.
Transactions from connected (Plaid) accounts can be edited in ClearCash — changes to description, category, and tags are saved locally and won’t affect what your bank shows.
Importing in bulk
If you have a lot of transactions to add at once, you can import them from a CSV file instead of entering them one by one.
Importing transactions from CSV →
Frequently Asked Questions
How do I record income vs. an expense?
Enter a positive amount for money coming in (income, deposits, refunds) and a negative amount for money going out (expenses, payments, withdrawals).
Can I record a transaction in a different currency than the account?
Yes. Tap the currency code next to the amount to select a different currency. ClearCash stores the transaction in its original currency and converts it to your reporting currency for summaries using the historical exchange rate for that date. See Exchange rates →
Can I assign a transaction to a category from my connected account?
Yes. Transactions imported from Plaid may arrive with a category already assigned based on merchant data, but you can change it at any time. Your manual category edits are preserved even when the transaction syncs again.
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