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Managing Manual Transactions
Managing Manual Transactions

If you have transactions that are not available through a bank connection, they can be uploaded manually into Trovata

David Taylor avatar
Written by David Taylor
Updated over 2 months ago

Uploading Manual Transactions

  1. Navigate to the Transactions page in the sidebar

  2. Click on the Manual tab

  3. Click on the Upload icon (the up arrow next to Grid Mode)

  4. Follow the instructions on the upload page

    • Enter transactions one at a time or paste a list of transactions in the outlined format from a spreadsheet

  5. Click on the Save button to upload the transactions in Trovata

Note: Depending on how many transactions you’ve uploaded it may take some time for them to appear in Trovata. Please allow these transactions to load prior to re-trying the same transaction set.

*All transactions must be unique. If a transaction happens to be a duplicate of a previous transaction, ensure its uniqueness by adding a counter to the description.

Deleting Manual Transactions

  1. Navigate to the Transactions page in the sidebar

  2. Click on the Manual tab

  3. Above the table on the right side, click the pencil icon to edit the transactions

  4. Select the applicable transactions using the checkboxes to mark them for deletion

  5. Click on the Trash icon above the table on the right side to delete the selected transactions

  6. Click on the X next to the Trash icon to cancel out of editing mode

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