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Online Banking Tip of the Day: Adding Manual Transactions in CNBudget Central

April 4, 2013

Did you know you can add manual transactions to accounts in CNBudget Central?
How:  When viewing transactions for a single account, scroll to the bottom of the page and click the ‘Add Manual Transactions’ link to open a manual transaction window.  Now select and enter the information for the manual transaction.  When you add a manual transaction to an account that updates, it acts as a placeholder for a transaction that has not yet taken place.  For these transactions, you will need to adjust the date and uncheck ’Cleared’.  When you have entered all information for the manual transaction, click ‘Save Transaction’. The information you enter for a manual transaction will be used when the actual transaction posts to the account.

Related Tips:
CNBudget Central, a Financial Management Tool Available Now
Using Search when you Link an Account in CNBudget Central
Update All Accounts for Up-To-Date Transactions in CNBudget Central

Additional information about CNBudget Central

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day