Recording a run of entries
The + Record button used to open one window that asked, every single time, whether this was income or an expense. Fine for one entry. Miserable for an evening's takings.
Now + Record offers a choice, and each choice opens a screen that only does that one thing.
| Lane | For |
|---|---|
| Add Income | Money coming in, nothing else |
| Add Expense | Money going out, nothing else |
You cannot accidentally file a payment as a sale, because the screen you are on does not offer sales.
1. Enter a run of entries
- Select + Record, then Add Income or Add Expense.
- Type the amount and press Enter.
- Repeat.
Each entry is added to a list on the right. Nothing is saved to your books yet.
The category and money location stay where you put them between entries, because a shift's takings are usually the same kind of thing over and over. Change them when the run changes.
2. Keyboard
Anyone entering a whole shift should not be reaching for the mouse.
| Key | Does |
|---|---|
| Enter | Add this entry to the list |
| ⌘D / Ctrl+D | Repeat the last entry |
| ⌘↵ / Ctrl+Enter | Post everything |
3. Amount shorthand
Type 12k for 12,000 or 1.2m for 1,200,000. Useful on a phone keypad.
4. Your usual
Above the form, SBB shows the category and money location pairs this business actually uses most, drawn from your own history. One tap sets both.
5. Post the batch
Select Post all — or ⌘↵.
Every entry lands together, or none of them do. A batch that fails leaves your books exactly as they were, and the rows stay on screen so nothing has to be retyped.
Your list survives a reload
Staged entries are kept on the device until you post them. A browser that reloads itself, a dropped connection, a phone that sleeps — none of them cost you an evening of takings.
6. Create what is missing, without leaving
If the category, customer, supplier or class you need does not exist yet, type its name into the picker and select Create "…". It is created and selected immediately.
Walking off to Settings mid-run means abandoning a half-entered batch, so nothing here asks you to.
7. Installments
Switch on paying in installments to record an agreed total being paid off in pieces rather than a single entry. See Installments.
Shortcuts on your dashboard
If you pin Add Income or Add Expense as a quick action, they open these screens directly — a shortcut whose whole purpose is to say which type it is should not then ask you again.
Related
- Recording transactions — the single-entry window and everything a transaction can carry
- Installments — agreed totals paid over time