Separate your accounts
Create separate records for banks, digital wallets, and cash. Select the correct currency. Amounts in different currencies should not be treated as a directly combined balance.
Income, expenses, transfers
Income records money coming in; expenses record money going out. Use transfers for money moving between your own accounts and check both source and destination.
Review and correct
Review dates, categories, accounts, and amounts in the transaction list. Check voided entries to avoid recording a refund twice. Member permissions may limit available actions.
Recurring transactions
Use recurring transactions for regular records and review their schedules and accounts. A bill or transaction record in Make is not an automatic bank debit instruction.