Budget Diary Transactions

You can create a transaction when you record entries such as your expenses, income and amount transfer.  We recommend you to enter your transactions regularly and also you can set up reminders to remind and record them. This practice will ensure that your reports and dashboards are up-to-date.




Steps to create a new expense transaction.

In this example we will create an “Expense” entry for “Petrol” expenses paid using “Visa Card”


  1. Click “Transactions” on the Main Menu to display transaction screen shown here.
  2. Click “New” to create a new entry
  3. Select “Expense”
  4. Select “Date” from the drop-down calendar.  Current date will be displayed automatically.
  5. Enter “Amount”
  6. Select the type of this expense from the drop-down list  Select “Petrol”.  
  7. Select the account from where you have used this amount.  In this example select “Visa Card” from the drop-down list.  
  8. Enter a short description of this transaction or leave it blank for the system to create a description for you.
  9. Click “Save” button to save this transaction.



Steps to create a new income transaction.

In this example we will create an “Income” entry for “Salary” deposited in “HSBC” Bank account.


  1. Click “Transactions” on the Main Menu to display transaction screen shown here.
  2. Click “New” to create a new entry
  3. Select “Income”
  4. Select “Date” from the drop-down calendar.  Current date will be displayed automatically.
  5. Enter “Amount”
  6. Select the type of this income from the drop-down list  Select “Salary”.  
  7. Select the account to where this amount is deposited.  In this example select “HSBC” from the drop-down list.  
  8. Enter a short description of this transaction or leave it blank for the system to create a description for you.
  9. Click “Save” button to save this transaction.


Expenses Income Amount Transfer

Steps to create a new amount-transfer transaction.

In this example we will create an “Amount-Transfer” entry for transferring amount from “HSBC” bank account to “Citibank” bank account.

  1. Click “Transactions” on the Main Menu to display transaction screen shown here.
  2. Click “New” to create a new entry
  3. Select “Amount Transfer”
  4. Select “Date” from the drop-down calendar.  Current date will be displayed automatically.
  5. Enter “Amount”
  6. Select the account from where this amount is withdrawn.  Select “HSBC” from the drop-down list.
  7. Select the account to where this amount is transferred to.  In this example select “Citibank” from the drop-down list.  
  8. Enter a short description of this transaction or leave it blank for the system to create a description for you.
  9. Click “Save” button to save this transaction.


Amount transfer can be used for