Guidelines
Inflows
In Moneyscope, inflow transactions represent money coming into your accounts. This includes salaries, bonuses, sales, refunds, or any other type of income.
This article provides a detailed overview of inflow transactions, how to add an inflow transaction, how to edit an inflow transaction, and how to delete an inflow transaction in Moneyscope.
Attributes
| Attribute | Description |
|---|---|
| Amount | The total amount of money received. |
| Category | A classification to help you organize your inflows (e.g., Salary, Freelance Income). Learn more about Income categories. |
| Account | The account into which the money is being deposited. Learn more about Accounts. |
| Date | The date the money was spent. By default date will be current date, but you can select any date. If you choose a future date, the transaction will be scheduled for that date and will not affect your budget until the selected date arrives and you approve the transaction. For more details, refer to our Scheduled Transactions detailed guide. |
| Payee | The recipient of the money (e.g., Employer, Client, Bank Interest). Learn more about Payees. |
| Cleared | Indicates whether the transaction has been cleared. |
| Repeat | Specifies if the transaction is recurring and the frequency. Learn more about Repeating transactions. |
| Notes | Any additional information about the transaction. |
How to Add an Inflow Transaction
- Tap the + button in the bottom navigation panel.
- Select the Inflow tab.
- Enter the Amount.
- Select the Category.
- Choose the Account.
- Select the Date.
- Optionally, select the Payee.
- Choose if the transaction is Cleared.
- If the transaction will be repeating, set the Repeat attribute.
- Optionally, add Notes.
- Tap Save to add the transaction.
How to Edit an Inflow Transaction
Editing an inflow transaction in Moneyscope allows you to update transaction details if there are any changes or corrections needed. Follow these steps to edit an inflow transaction:
- Open the Moneyscope app and go to the Transactions list in the bottom navigation panel.
- Find and select the inflow transaction you want to edit. You can use the search, filter or scroll through the list to locate it.
- Tap on the transaction to open the transaction details page.
- Update the necessary fields.
- Once you have made the desired changes, tap on the Save button to apply the updates.
💡 You can swipe right on a transaction in the list to quickly change its Cleared status.
For detailed information on setting repeat attributes, refer to our Repeating Transactions Guide.
How to Delete an Inflow Transaction
If you need to remove an inflow transaction from your records in Moneyscope, follow these simple steps:
- Open the Moneyscope app and go to the Transactions list in the bottom navigation panel.
- Find and select the inflow transaction you want to delete. You can use the search, filter or scroll through the list to locate it.
- Tap on the transaction to open the transaction details page.
- Tap on the Delete button.
- Confirm the deletion when prompted. Note that this action is irreversible, and the transaction will be permanently removed from your records.
💡 You can swipe left on a transaction in the list to quickly delete it.
⚠️ Before deleting a transaction, ensure that you have reviewed all details and that the deletion is necessary, as this action cannot be undone.
Benefits of Managing Inflow Transactions
- Track Income Sources: Understand where your money is coming from and monitor different income streams.
- Budget Effectively: Plan and allocate your finances based on accurate income records.
- Generate Reports: Produce detailed financial reports that reflect your income accurately.
