Add Multiple Transactions

Use this guide when you are catching up on several transactions together.

Gather the dates, amounts, payees, and categories you need before you begin.

What you will do #

Choose the faster entry flow, review the rows before saving, and then spot-check the results once they land in the file.

1. Decide whether bulk entry is the right tool #

Use Bulk Transaction Entry when you have a backlog or batch of transactions and opening the normal transaction form repeatedly would be slower.

It is a good fit for:

• statement catch-up work
• several ordinary transactions entered from notes
• a batch you want to review together before save

If you only need one transaction, the normal add-transaction form is usually cleaner.

2. Open the multi-entry sheet #

You can reach the sheet in several ways:

• from the main Add button by choosing the multiple-transactions flow
• from the Combo Palette with Add or Import Transactions
• from the normal add-transaction flow when Switch to Bulk Entry is offered

Once open, the workbench keeps the grid and the selected row’s inspector together so you can work across many rows without leaving the flow.

3. Set yourself up for fast entry before typing everything #

At the top of the sheet, use the bulk-entry shell controls and toolbar intentionally.

The most important ones are:

• Add rows when you need another batch of blank rows
• Clear Grid if you want to reset the unsaved sheet
• minimize and restore controls if you need to navigate the app briefly and come back

The cleaner your batch setup is, the less review pain you get later.

4. Fill the core transaction columns first #

For most ordinary rows, start with the fields that define the transaction clearly:

• Date
• Account
• Payee
• Category
• Amount
• Note when needed

If Labels are enabled, fill Label when it matters to the workflow.

5. Navigate the grid deliberately #

Bulk entry is fastest when you use the sheet like a grid instead of like a stack of forms. A selected cell is not automatically in edit mode.

• use Tab and Shift + Tab to move across cells
• use the arrow keys to move the selected, non-editing cell
• press Enter, or start typing, to edit the selected cell
• choose a lookup result to finish that edit and return to grid navigation
• use Escape to leave a cell edit, and Backspace or Delete to clear a selected cell
• use undo and redo shortcuts for recent sheet mistakes

For the full keyboard and mouse model, see Bulk Entry.

6. Use row details only when they fit the row #

Open Details for the row to use the inspector. From Outflow details, choose:

• Split transaction for split details
• Debt payment for a card, loan, or mortgage payment

Each choice opens a focused child sheet. When you save it, its summary appears in the inspector with an Edit button, so you can review or revise it without leaving the workbench.

Mortgage debt payments include a Principal amount and show the remaining Interest + escrow amount. For a single standalone payment, use Make a Debt Payment; use Bulk Entry when the payment is part of a batch.

7. Use the row menu when clipboard work will save time #

Right-click a row number when you need the row context menu.

That gives you quick actions such as:

• Copy
• Paste
• Delete

For a bank export, use Import in the Bulk Entry header instead. It opens the Transaction Import Workspace, where a Source Profile stages the data before it reaches the grid.

8. Review validation before you try to save #

Rows with issues show an ! indicator, and Common Cents can open a Validation Issues panel before save.

Review the batch carefully for:

• dates in the wrong month
• wrong accounts or categories
• amount-sign mistakes
• missing required values

The goal is not just to save quickly. It is to save a believable batch.

9. Save the whole batch and be ready for save-time guards #

When the rows look right, use Save All Rows.

If Strict Mode is enabled and a row would overspend a category, the save flow can pause and open Strict Mode: Cover Overspending before the batch is allowed through.

That pause is part of the workflow, not a bug.

10. Spot-check the results after save #

After the save finishes, review a few of the landed transactions in the app.

Check that:

• the amounts landed with the right sign
• the payees and categories look correct
• any split or debt rows behaved the way you expected

That final spot-check is what turns a fast entry session into a trustworthy one.

See also: Bulk Entry, Add, Edit, and Delete Transactions, and Import Transactions.