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Bernard Teo

12 Apr 2020

Events

How do you key in a monthly expense such as for insurance on the Seedly App?

How do you do this on the Seedly App?

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Gabriel

12 Apr 2020

Undergraduate at National University of Singapore

Hey Bernard, see the steps below

1) Click on "+ Add Transaction" on the Home page

2) Select the Insurance category, it's on the 3rd row from the bottom, 3 column

3) Key in the amount of premium you paid

4) Write a description (optional)

5) Select the date, whether the transaction took place today, yesterday or custom (any date before yesterday)

6) Select account, whether is it from your savings account via GIRO or debit/credit card

Alternatively, you can go to the Accounts tab, choose the Account to add the expense to.

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You could create a manual cash account and input the amount. Just set the account to be part of the asset summary report so that the system takes into account that expense.

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