Baselane is set up to import your transactions from your linked bank and card accounts and will capture all transactions flowing through those accounts. From time to time, however, you may have transactions that do not appear in your linked accounts (e.g., if you have a cash expense, or paid for something with a card that is not linked to Baselane).
If you notice a missing expense, you can manually add this transaction by following the steps below:
Go to the Transactions tab from the left-hand side menu
Select the blue ‘Add Transaction’ button near the top right of the page
Fill in the transaction information:
Short name: Description of the transaction that will be used to distinguish the transaction from others
Amount: Select if it is money coming in (credit) or coming out (debit), as well as the transaction amount
Account: This will be set to 'Manually Added' by default, you can update this to any of your externally connected bank accounts or your Baselane Banking account(s)
Date: Date the transaction was completed
Optional transaction information:
Category: You can associate this transaction with a specific property. Can be left blank, as you can do so after posting the transaction as well
Property: You can associate this transaction to one of your properties and/or units. Can be left blank, as you can do so after posting the transaction as well
Notes: Any additional notes about the transaction can be added here
Select the blue ‘Save’ button at the bottom of the page to submit and post the manually added transaction
Manually added transactions flow into your property analytics just like automatically imported transactions.
Please note, that it is not possible to add an attachment (receipt or file) while manually adding a transaction - this can be done after the transaction has been posted. For steps on how to do so, see here.