Niche-Knack

Android · 0:27 video

Review a Pocket Nerd import

Review the $8 Coffee entry sent from Pocket Nerd, assign existing accounts, and approve it.

Download fictional practice books · View the example statement

Before you start: Send an entry from Pocket Nerd first. Both apps must be on the same Android phone.

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The example uses Expenses:Uncategorized. Choose the category that matches your real purchase.

1Include the entry

Check the payee, date, and amount. Select the entry for import.

1 · Include the entry. Check the payee, date, and amount. Select the entry for import.Review a Pocket Nerd import — step 1
Select the image to enlarge it.

2Choose Paid from

Choose Assets:Checking for the Coffee purchase.

2 · Choose Paid from. Choose Assets:Checking for the Coffee purchase.Review a Pocket Nerd import — step 2
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3Choose an expense category

Choose an existing expense account. This example uses Uncategorized.

3 · Choose an expense category. Choose an existing expense account. This example uses Uncategorized.Review a Pocket Nerd import — step 3
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4Approve the import

Tap Add selected to ledger (1). Then open Register.

4 · Approve the import. Tap Add selected to ledger (1). Then open Register.Review a Pocket Nerd import — step 44
Coffee saved in Register. Select the image to enlarge it.

5Check the saved purchase

Coffee appears once in Register with its original date and amount.

5 · Check the saved purchase. Coffee appears once in Register with its original date and amount.Review a Pocket Nerd import — step 55
Coffee saved in Register. Select the image to enlarge it.

Result: Coffee appears once in Register, dated October 3.