Access the Add Transactions Menu

To add transactions manually, follow these steps based on the screenshots provided:

Step 1: Access the Add Transactions Menu

Select Add Transactions from the dashboard. You’ll see two options: Expected Payment and Transactions. Expected Payment: This option allows you to add transactions you are expected to receive Transactions: This is for adding actual transaction records from your account

Step 2: Create a Manual Transaction (if choosing “Transactions”)

Select Account: Choose the account to which this transaction belongs.

Enter Amount: Specify the transaction amount.

Reference ID: Input a unique identifier for the transaction for tracking and verification purposes.

Date: Set the date of the transaction.

Type:Choose whether this transaction is a Credit (incoming funds) or Debit (outgoing funds).

You can also use the File Upload option if you have a list of transactions, you can drag and drop a file (.csv, .xls, or .xlsx) instead of manually entering each transaction.

Step 3: Upload a File for Multiple Transactions

• If you prefer to add transactions in bulk, you can use the Upload Transaction option.

  • CSV Upload: Use this option if you have a spreadsheet (.csv or .xlsx) with transaction data.

  • PDF Upload: This option is for uploading a bank statement in PDF format.

Each file type will be processed by the system to extract transaction details, and you may need to map the fields in the document to match the platform’s transaction fields (e.g., date, amount, reference ID).