Handdy Accounts Help and Support1. Log in to your account. Click “Settings”.
2. Find “Income source information” and select “Edit now” button.
3. Click on “Add new Income source”.
4. Enter the required details and click “Add”.
Note
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1. Log in to your account. Select “Settings”.
2. Find “Income Categories” and click the green “Edit Now” button.
3. Click on the “Add new income category button” and enter the name of the category.
4. Click “Add”.
Note: You can add new income category while you “enter an income” as well. Just click on the Category field and select from the drop down list or click “Add new category” and follow the instructions.
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1. Login to your account.
2. Click on “Record Expense” on the Home page
3. This takes you to the “Record Expense” page.
4. Fill in the “Date”, “Paid to” and “Paid via” fields
5. On the Categories field click on the drop-down list.
6. Scroll down to the bottom and click on “Add New Category”
7. An “Add New Category” window opens.
8. Enter the “Category name” and click on “Add” to add the new category.
1. Login to your account
2. Click on “Settings”
3. Click on “Merchant information”
4. The “List of merchants” appear. Click on the “Add new merchant” button.
5. Enter the required details and click “Add”
1. Login to your account
2. Click on “Record Expense” on the Home page
3. This takes you to the “Record Expense” page.
4. Fill in the “Date” and “Paid to” field
5. In the “Paid via” field select “Bank account” if you paid through Credit card or Check. or Cash if you have paid by cash.
6. Enter details in the remaining fields and click on “Save” .Your expense is now entered.