Record, edit, delete, and restore entries
Record daily money movement accurately and understand how edits, transfers, deletes, restores, and permanent deletion behave.
How to use this
Choose the right entry type
Use Income for money received, Expense for money spent, and Transfer for movement between your own sources.
Select the real source
Choose the wallet, bank, card, or account that actually paid or received the money.
Pick a reporting category
Choose the category that explains the business or personal purpose of the entry.
Attach proof when needed
Attach receipt, invoice, or supporting document when you may need evidence later.
Save and check balance
After saving, confirm the entry appears and the source balance changes correctly.
Delete safely
Deleted entries should go to Recycle Bin first; permanent delete should happen only from Recycle Bin.
Guided walkthrough
Add entry and delete/restore walkthroughs
Open app to use guided helpDetailed guide
Add income or expense
Tap Entries, add a new entry, choose Income or Expense, enter amount/date, choose source and category, add notes or attachment, then save.
Create a transfer
Choose Transfer when money moves between two of your own sources. The app should create a linked pair so reports do not treat it as income or expense.
Edit carefully
When editing amount, date, source, category, or attachment, check the result in the list and in Insights. For transfers, both linked sides must remain consistent.
Delete and restore
Delete moves an entry to Recycle Bin. Restore should return it to the original module. For transfers, restore and permanent delete must affect both linked sides.
Before you finish, check this
- Type is Income, Expense, or Transfer as intended.
- Transfer does not appear as income or expense.
- Amount sign and source balance look correct.
- Attachment opens after save.
- Deleted transfer restores both linked sides.
Common mistakes to avoid
- Using Income for a loan transfer or wallet movement.
- Deleting only one side of a transfer.
- Editing one transfer side and leaving the pair mismatched.
- Attaching proof but leaving the page before saving.
Related articles
Open this in the app
After the Flutter Web app is deployed, this article can deep-link to /entries or to the matching in-app help topic.
Tags and coverage
Group: Core Accounting. This article is public help and does not access account data.