Quick Entry

Quick Entry is the fastest way to record a transaction manually. You don't need to understand accounting — just pick the type, enter the amount, and save.

How to Access

• Tap the + button on the dashboard, or
• Go to Add Transaction and select the Quick Entry tab.

Recording an Expense

1. Select Expense as the transaction type.
2. Enter the amount and choose the currency.
3. Add a description (e.g., "Groceries at Walmart").
4. Pick the date (defaults to today).
5. Select the expense category (e.g., Groceries, Transportation, Utilities).
6. Select the payment account (e.g., your bank account or cash).
7. Optionally select who you paid (a person or business).
8. Tap Save.

Wambai automatically creates the balanced journal entry — debiting the expense account and crediting your payment account.

Recording Income

1. Select Income as the transaction type.
2. Enter the amount and currency.
3. Add a description (e.g., "February Salary").
4. Pick the date.
5. Select the income category (e.g., Salary, Freelance, Rental Income).
6. Select the destination account (the bank account where money was deposited).
7. Optionally select who paid you.
8. Tap Save.

Recording a Transfer

Transfers move money between your own accounts — for example, from checking to savings.

1. Select Transfer as the transaction type.
2. Enter the amount and currency.
3. Add a description (e.g., "Monthly savings deposit").
4. Pick the date.
5. Select the source account (where money comes from).
6. Select the destination account (where money goes to).
7. Tap Save.

Tips

• Quick Entry auto-finalizes — Transactions saved through Quick Entry are immediately marked as "Accounting" (official). No extra step needed.
• Frequently used accounts appear first in the selectors for faster entry.
• Use descriptions — They help you remember what a transaction was for when reviewing later.
• Track persons — Assigning a payer/payee helps you see spending patterns by merchant or individual.