Adding Transactions

The Two Ways to Add Transactions

There are two ways to add transactions in Pixel Budget:
    Add transactions manually
    Import transactions from your bank statements: ⁠⁠Importing Transactions⁠ 
This page explains how to add a transaction manually.


Adding an Expense

    Select My Finances → Transactions in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, skip this step and continue with step 2.
    Click Add Transaction.
  • In the mobile app, tap the + icon in the bottom toolbar.
    Enter the amount of the expense.
    By default, the transaction type is set to Expense. Leave this unchanged.
    VendorThe Vendor field is optional, but highly recommended because it allows you to add expenses much faster using auto-complete:
  • Start typing the vendor name.
  • If you’ve added transactions with this vendor before, an auto-complete list will appear after typing 2 characters.
  • The list includes previously used combinations of Vendor, Account, and Expense Category.
  • Select the one you want to use. The Vendor, From Account, and Expense Category fields will be filled automatically. Continue with step 8.
  • If this is the first time you enter a vendor, you’ll need to select the From Account and Expense Category manually. Continue with step 6.
    From Account
  • By default, the first account in your account list is selected.
  • To choose a different account, click the From Account dropdown and select another one.
    Expense Category
  • Click the Expense Category dropdown.
  • First select an Expense Category Group on the left side of the panel.
  • Then select the Expense Category on the right side.
  • In the mobile app, categories are shown in a vertical list. Tap a category group to expand it, then select the category.
    Date
  • The default date is today.
  • Click the Date field if you want to change it.
    Notes (optional)
  • Click the Notes field to add additional information.
    Click Add Transaction at the bottom of the dialog.


Adding an Income

    Select Transactions in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, skip this step and continue with step 2.
    Click Add Transaction.
  • In the mobile app, tap the + icon in the bottom toolbar.
    Enter the amount of the income.
    By default, the transaction type is set to Expense. To change it, click Income at the top of the dialog.
    PayerThe Payer field is optional, but highly recommended because it allows you to add income much faster using auto-complete:
  • Start typing the payer name.
  • If you’ve added transactions with this payer before, an auto-complete list will appear after typing 2 characters.
  • The list includes previously used combinations of Payer, Income Category, and Account.
  • Select the one you want to use. The Payer, Income Category and To Account fields will be filled automatically. Continue with step 8.
  • If this is the first time you enter a payer, you’ll need to select the Income Category and To Account manually. Continue with step 6.
    Income Category
  • Click the Income Category dropdown.
  • First select an Income Category Group on the left side of the panel.
  • Then select the Income Category on the right side.
  • In the mobile app, categories are shown in a vertical list. Tap a category group to expand it, then select the category.
    To Account
  • By default, the first account in your account list is selected.
  • To choose a different account, click the To Account dropdown and select another one.
    Date
  • The default date is today.
  • Click the Date field if you want to change it.
    Notes (optional)
  • Click the Notes field to add additional information.
    Click Add Transaction at the bottom of the dialog.


Adding a Transfer

A transfer is when you move money between your own accounts. For example, if you have a cash account and a bank account and you withdraw cash from an ATM, this is a transfer. Repaying a credit card from another account is also considered a transfer.
    Select Transactions in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, skip this step and continue with step 2.
    Click Add Transaction.
  • In the mobile app, tap the + icon in the bottom toolbar.
    Enter the amount of the transfer.
    By default, the transaction type is set to Expense. To change it, click Transfer at the top of the dialog.
    From Account
  • By default, the first account in your account list is selected.
  • To choose a different account, click the From Account dropdown and select another one.
    To Account
  • By default, the first account in your account list is selected.
  • To choose a different account, click the To Account dropdown and select another one.
    Date
  • The default date is today.
  • Click the Date field if you want to change it.
    Notes (optional)
  • Click the Notes field to add additional information.
    Click Add Transaction at the bottom of the dialog.