Add Manual Transactions

The Transactions tab of RightCapital's Budget Analysis is where the individual transactions feeding into the client plan can be viewed and managed. Although account linking is required to utilize the budget module, once an account with transactions is linked you can add transactions manually to any of the manually entered bank accounts or credit cards within the plan.

The budget analysis can be found within the Dashboard > Budget tab of each client plan:

Don't see any information in the Dashboard > Budget Tab?

In order to utilize the budget analysis, clients must be invited to access their Client Portal, and must use account aggregation to link at least one bank account or credit card to the plan that is feeding in transactions.

To learn more, click here.

To add a manual transaction, click the "+ Transaction" button in the upper right:

Adding manual transactions is quick and straightforward. Transactions can be added one by one, or in a bulk upload via a CSV file/paste.

Entering a single transaction is done by clicking the "+ Transaction" button. Then enter the date, description, category, and amount of the transaction, and then click Save to add it to the client's budget analysis.

Streamline data entry for manually added transactions by uploading a CSV file. Drag and drop a CSV file, browse your local drive, or paste the data directly into the Upload transaction section.

After being added, if you need to edit that transaction in the future you can click on it to rename, recategorize, or change the dollar amount. You can also delete manual transactions by clicking the 'x' icon to the far right:

Additional Note

Before viewing, editing or adding transactions, your client will need to grant you access to view their transactions within their client portal settings. Click here for more.
Do keep in mind that when adding expenses, a negative number should be entered for the dollar amount.