You can add transaction in two different ways into Weekly — Manually or Downloaded From Your Bank.
Manual transactions are a way for you to input your transactions inside Weekly where you type in the transaction details then find the destination. You can start to add manual transaction by tapping the (+) at the bottom of the dashboard.
The screen to put in a manual transaction looks like this.
When you manually type in your transaction you add.
- Destination – This is how the transaction is categorized. For example, if the transaction is for a bill, you would set the destination as “Recurring” and then choose the associated recurring item. Here are the four different destinations
- Safe-to-Spend – For day-to-day expenses.
- Transfer – A transfer allows you to move an amount between your Safe-to-Spend and funds.
- Fund – For transactions you want associated with a fund.
- Recurring transaction – For bills and regular income. Pro tip: If you add a transaction directly from the recurring item detail page, the name and amount will be fill in automatically.
- Amount – The value of the transaction.
- Description – Add details about what was bought that would be useful to you.
- Date – When the transaction occurred.
- Allow Matching – When transactions sync from your bank, if they match the amount and have a date close to a manual transaction, Weekly will match them together to create a single transaction if this option is turned on. This can be helpful if you like to add transactions into Weekly whenever you make a purchase and let your bank transactions sync later. (See more below.)
Manual with Synced Transactions
You may chose to add transactions manually even if you sync your transactions with the app if you want to have updated numbers immediately. If you have selected “Allow Matching”, manually added transactions will be automatically matched to transactions that sync from your bank account for the same amount. If a manual transaction is matched with a bank transaction, it will have a checkmark next to it on the Dashboard and you won’t be prompted to review the matched transaction from the bank.
If the transaction you entered doesn’t quite match the amount from your bank it won’t be automatically matched. Instead, you will have the option to match the transaction yourself on the confirmation screen.