Baselane automatically imports transactions from your connected bank accounts and credit cards, making it easy to keep your bookkeeping up to date.

If you're unable to connect to your financial institution, prefer not to link your accounts, or have transactions that weren't imported (such as cash expenses), you have two additional options:

• Import transactions using a CSV file if you need to upload multiple transactions at once.
• Manually add individual transactions directly in Baselane by following the steps below.

Manually added transactions are included in your bookkeeping, financial reports, and property analytics just like imported transactions.

In this article, we will cover

• When to manually add a transaction
• How to manually add a transaction
• Uploading receipts and attachments
• Frequently asked questions

When should I manually add a transaction?

You may want to manually add a transaction if:

• You paid for an expense using cash.
• You used a bank account or credit card that isn't connected to Baselane.
• A transaction is missing from your imported transaction history.
• You need to record a one-time adjustment.
• You only need to add a few transactions and don't need to import a CSV file.

If you have many transactions to import, we recommend using the CSV import feature instead.

How to manually add a transaction

1. From the left navigation menu, select Transactions.
2. Click Add in the upper-right corner.
3. Select + Add a transaction.
4. Complete the required transaction details.
5. Click Save.

Your manually added transaction will immediately appear in your Transactions page and be included in your bookkeeping, cash flow reports, and property analytics.

Uploading receipts and attachments

Receipts and other attachments cannot be added while creating a manual transaction but can be added once the manually added transaction is created:

1. Click the manually added transaction on the Transactions tab.
2. The transaction details drawer will open, and select Click to upload. 
3. Upload your receipt or supporting document.
   • Supported files include PDF, JPG, PNG. 
4. Select Upload File to upload the receipt to the specific transaction. 
   • Baselane Smart subscribers can upload up to 14 receipts at a time and automatically match them to their corresponding transactions using our auto receipt-matching feature. 

Frequently Asked Questions

Will manually added transactions appear in my reports?

Yes. Manually added transactions are included in your bookkeeping, reporting, and property analytics just like imported transactions.

Can I edit a manually added transaction?

Yes. You can edit the transaction details, including the property, category, notes, and amount, at any time. Select the manually added transaction to make changes. 

Can I upload a receipt while creating the transaction?

No. Receipts and attachments can only be uploaded after the transaction has been created.

Can I assign a property or category later?

Yes. Both the property and category can be updated after the transaction has been saved.

Should I manually add transactions or import a CSV?

If you only have a few transactions to add, manually adding them is the quickest option. If you need to add many transactions at once, we recommend importing them using a CSV file.