Transactions: Add, Edit and Delete

PennySnap
How to use PennySnap
2 min readMar 12, 2021

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You can easily add new transaction by following these steps:

  1. Go to Transactions tab. Tap on “Add New Transaction” and you will see Add New page.
  2. Enter title and amount. Select date and accounts.
  3. If you want to attach photos or note, tap on the blue button with a paper clip icon.
  4. When all fields are filled, tap save.

You can easily edit transactions by following these steps:

  1. Go to Transactions tab. Select account that relate to the transaction and you will see timeline page.
  2. In the timeline, select the transaction you want to edit. You will be directed to edit page.
  3. Now you can edit title, amount, date and accounts of the transaction.
  4. If you want to delete the transaction tap on the delete button, one with a trash icon.
  5. When you are done editing, tap save.

Add transactions with a pop-up menu:

  1. Go to Transactions tab.
  2. Long press on the account that related to the transaction you want to create.
  3. Titles of past transactions will popup. Select one. You will be directed to “”Add New” page.
  4. Most data are automatically filled for you. You can just enter amount and select date.
  5. When all fields are filled, tap save.

Delete transaction with a pop-up menu:

  1. Go to Transactions tab. Select account that relate to the transaction and you will see timeline page.
  2. Long press on the transaction you want to delete. Menus will be piped up. Select “Delete”.
  3. Select “Delete” again to confirm.

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