Help center · People & lending
How to add a person to the directory
Tap "New person". One field — Name.
On this page
To add a person to the directory in Extrack, open the People page and tap "New person". A modal opens with a single Name field (placeholder "e.g. Alex"). The modal description reads: "Saves a name to your workspace People list. You can tag transactions with this person later; counts stay at zero until you do." Save. The person is in your directory and immediately available in transaction pickers.
Steps
Tap "New person" on People
Top-right button. Opens the New person modal.
Type the name
One field. Placeholder "e.g. Alex". 120-character limit. Must be non-empty.
Save
Person is in the directory. Transactions count stays 0 until you tag them on a row.
Or just tag a name on a transaction
You do not have to pre-populate. Type any new name in the People (optional) field on the New transaction modal — Extrack creates the directory entry on save.
Frequently asked
Do I need an email or phone number?
No. The directory is just names. No contact details, no phone-contacts integration.
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