Troubleshooting bank transaction recording

1

Manager Desktop version 25.10.5

Working with the Virtual Assistant on how to record banking transactions. Specifically trying to record a bank fee transaction that already occurred. Once I do this, I will set that up as a recurring payment. Anyway. Virtual Assistant is giving me these steps;

  • Go to the Bank Accounts tab (or Cash & Bank Accounts depending on your sidebar labels).

  • Click on the relevant bank account.

  • Choose New transaction, then select either Spend money (payment) or Receive money (receipt).

But when I ‘View’ the bank account, there is no New Transaction button anywhere.

What am I doing wrong?

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2

Hello @CEOHNO,

Welcome to the forum.

Unfortunately, the virtual assistant gave you an outdated advice.

To record a manual payment go to Payments > New Payment

See this guide for more detail. https://www.manager.io/guides/payments

You can also import an entire bank statement by going to Bank and Cash Accounts > Import bank statement

See these guides for more detail:

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3

Older versions of Manager allowed you to create transactions directly from bank accounts, I remember. And it was a much better interface from a user perspective, because I always update bank accounts manually. I never understood why this feature was removed. I think I’ve been using Manager for over 8 years.

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