> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Creating a Transaction (Manually)

Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly:

1. **Access Transactions:** From the left-side menu, click on Banking and then **“Transactions.”**
2. **Add Transaction:** On the **Transactions** page, locate **+ Add Transaction**.
3. **Select Transaction Type:** Choose the appropriate transaction type based on your financial activity. You can select from options like incoming, outgoing, or transfer.

**Fill in Details:** Here, you'll need to input specific details:

* Description: Provide a brief description of the transaction.
* Account: Select the relevant account for the transaction.
* Date: Choose the date of the transaction.
* Amount: Enter the transaction amount.
* Category: Assign a category to the transaction for better organization.
* Notes: Optionally, add any additional notes or details related to the transaction.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/capturejpg_xh37u3.jpg)


5. **Create Vendors and Customers (Optional):** Did you know? You can create vendors and customers directly from the description field while creating a transaction. Simply click the Create a new vendor (or customer) button at the bottom of the dropdown, and COUNT will take you to the create a new vendor (or customer) pop-up where users can fill in relevant details and click "Add" for creation.
6. **Create Transaction:** Once you've filled in all the necessary details, review the information to ensure accuracy. Then, click on the "Add" button to create the transaction.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/add-trans_w2tjq0.png =500x631)

And that's it! You've successfully created a transaction in COUNT. With our user-friendly interface and intuitive design, managing your financial data becomes a hassle-free experience. Whether it's recording income, logging expenses, or transferring funds, COUNT empowers you to stay on top of your finances effortlessly.

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