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How to add transactions to your linked account

You can now add transactions to linked accounts in the Tracks app! It will not change your account balance, though.

Isabelle Talkington avatar
Written by Isabelle Talkington
Updated over a week ago

You can add transactions to a linked bank account in FarmRaise. Just know this upfront. Adding a transaction does not change your account balance. That balance is pulled directly from your bank, not from what you enter here. No magic. No funny business.

Step 1. Open Quick Add

From anywhere in FarmRaise, select Quick Add.

Step 2. Add the Transaction

Fill in the following fields:

  • Vendor name

  • Amount

  • Date

  • Account
    Choose the linked bank account you want this transaction to appear in.

  • Category

  • Product (optional)

  • Check number (optional)

  • Notes or receipt (optional but smart)

Step 3. Save

Select Add Transaction.

That’s it. The transaction will now show in the linked account for tracking and reporting purposes, even though the bank balance stays exactly the same.

If that feels odd, you’re not wrong. Linked accounts are for visibility and organization, not balance control.

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