Help center · Getting started
Add your first transaction
Tap the + on Home. Pick Expense. Type an amount. Create.
On this page
To record your first transaction in Extrack, open Home, tap the amber floating + button (bottom-right), pick the Expense kind, type an amount, pick the Cash account (which is pre-created for new workspaces), and tap Create. The row appears on Transactions and the account balance updates instantly. Skip categories and people for the first row — you can edit later.
Steps
Open the New transaction modal
Tap the amber + button bottom-right on Home, Transactions or People. Modal title reads "New transaction".
Expense is selected by default
Three kind buttons at the top: Expense / Income / Transfer. Expense is the default.
Type an amount and pick Cash
New workspaces have Cash and Mutual Funds pre-created. Use Cash for the first row — fastest path.
Tap Create
Create button is at the bottom of the modal. The row posts; account balance updates.
See it on Transactions
Open the Transactions tab. Your row is at the top.
Frequently asked
I want to use my real bank, not Cash.
Add the bank from the Accounts page first (see "Set up your accounts"). Then the new-transaction picker will list it.
What if I picked the wrong kind?
Open the row from Transactions, tap Edit (pencil) and switch the kind. Or Delete (trash) and recreate.
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