To add a new transaction:
1a. On everydollar.com, start by clicking "Transactions" and then the blue circle with a white plus sign in the bottom right corner of the screen.
1b. On the EveryDollar app, start by clicking the white plus sign in the top right of the screen.
2. Choose "Expense" or "Income" depending on what type of transaction you're adding. Fill in the "Date", "Amount" and "Merchant" fields in the window that pops up.
3. Click "Choose Budget Item(s)"/"Budget Item(s)".
*If you prefer not to assign a budget item yet, you can just click "Add Expense"/"Done". Later, when you're ready to assign the transaction, you can simply drag and drop it into the budget item of your choosing.
4. Select the appropriate budget item. Then click the blue "Track Expense" button (web) or "Done" (mobile) in the top right corner to save your transaction.