Add Your First Transaction in the UI

This guide walks you through adding your first transaction using Beancount.io’s web and mobile interfaces. Whether you’re on desktop or mobile, you’ll learn how to quickly record your expenses and income.

Web Application

How to Add a Transaction

1. Click the "+" button in the editor section to add a new entry.
2. Select Transaction from the tabs at the top.
3. Enter the transaction date using the calendar picker.
4. Fill in the payee (e.g., "UberEats") and description (e.g., "Lunch Meal").
5. Enter the accounts affected:
   • Debit side: Liabilities:CreditCard (negative amount, e.g., -12.95 USD)
   • Credit side: Expenses:Misc (positive amount, e.g., 12.95 USD)
6. Click Save to record the transaction.

Mobile App

How to Add a Transaction

1. Tap the Quick Add button from the home screen.
2. Enter the transaction amount (e.g., $12.95).
3. Select the accounts to debit and credit:
   • For expenses: from Liabilities:CreditCard to Expenses:Misc (or another category)
   • For income: from an Income category to an Assets account
4. Use the number pad to confirm the amount, then tap Next.
5. Enter the payee (e.g., "UberEats").
6. Add a description (e.g., "Lunch Meal").
7. Tap Done to save your transaction.

Tips for Success

• Categorize transactions consistently for clearer reports.
• Use specific descriptions for easier searching and reporting.
• Review your net income regularly to track spending patterns.
• Explore advanced features like custom reports and budgeting as you get comfortable.

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If you have questions or want to learn more, check out the full Getting Started guide or the Syntax Reference.