How can I add & edit new transactions in offline accounts? - macOS-Version / Offline Account - Outbank Helpdesk

How can I add & edit new transactions in offline accounts?

Add a new offline transaction:

  1. To add a transaction, click on '+' 
  2. Enter the amount, a description/purpose (longer text possible) and select the correct date.
    Optional: Add tags or categories in order to analyze them along with your other transactions in the reports.
  3. If you want to add multiple amounts to one transaction, you can click on the '+' next to the amount. All amounts are added directly below.
    Specify positive or negative amounts via the '+/-' button next to the field where you enter the amount.
  4. Click on 'Done' to save the transaction.

Edit existing offline transactions:

  • Open transaction details and click in the toolbar on 'Duplicate' or 'Edit'. 
  • Delete transactions via the 'Delete' button on your keyboard.