Already included in my balance — history only

Steps

1. Choose My money.
2. Choose Add transaction.
3. Complete Amount.
4. Complete Account.
5. Complete Category.
6. Complete Date.

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Effect on recorded balance

1. Choose Already included in my balance — history only.
2. Check Balance as of.

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What should happen

History only: recorded balances stay unchanged.

1. Choose Save transaction.
2. Check Your transactions.
3. Check Current balance.

Worked example

Example balance: $1,000.00 − $25.50 = $974.50.

1. Enter 20.00 in Amount.
2. Choose Everyday account for Account.
3. Check Balance as of.
4. Choose Already included in my balance — history only.
5. Choose Save transaction.

Current balance: $974.50 → $974.50

History only: recorded balances stay unchanged.

Common mistakes and fixes

Earlier activity is history already reflected in this balance.

1. Check Balance as of.
2. Choose Already included in my balance — history only.