HelpHow to manually add records

In Bizlect, you can manually add records like expenses, taxes, incomes, as well as savings amounts. This method is convenient if you don't have a .csv file to import.

Creating manual records is a helpful way to keep your total savings up to date, since financial institutions don’t share it automatically.

Follow these steps to add a record manually:

1. On the Overview tab, click the Add Record Manually.

   

2. In the form provided, enter or select the required fields. Fill out the fields to complete the record.
   Note: for an expense amount use the - minus sign (example: "-100.00").

3. Click the Save button.