Transactions: Actions menu
On the Financial Dashboard > Transactions page, use the Actions button in the upper right to work with your transaction list.
From Actions, you can:
Sync all connected bank accounts
Add a transaction
Add a journal entry
Add a bank account
Export the current list to CSV
This article covers Add Transaction and Record Transfer.
Add a transaction
Use Add Transaction when you need to record a bank activity that is not in the list yet, or when you want to enter it before the bank feed catches up.
Open Financial Dashboard > Transactions.
Click Actions.
Choose Add Transaction.
Make sure the Add Transaction tab is selected at the top of the window.
Fill in the form:
Transaction type
Choose one:
Money Out for payments, checks, fees, and other money leaving the account
Money In for deposits, credits, and other money coming into the account
Transaction date
Enter the date the transaction happened.
Amount
Enter the dollar amount.
Description
Enter a short description, such as the payee or what the payment was for.
Bank account
Choose the bank account this transaction belongs to. You can pick from:
Connected bank feed accounts
Western Alliance Bank accounts
Manual bank accounts you added without a live feed
Category (optional)
Choose a chart of accounts category now, or leave it as Uncategorized and categorize it later from the transaction list.
Notes (optional)
Add any extra detail you want to keep on record.
When you are finished, click Add Transaction.
The new item appears in your transaction list with a Manual Entry label.
Connected bank accounts
If you choose an account that syncs automatically, Vlge shows a note that the transaction may match when the bank feed updates.
After a sync, if Vlge finds a likely match, the row shows Match Found. You can:
Confirm to link your manual entry to the bank transaction
Dismiss if it is not the same transaction
If you categorized the manual entry before confirming the match, that category can carry over to the matched bank transaction.
To review only these items, turn on Manual entries only in the transaction filters.
To remove a manual entry you no longer need, use Archive on that row. Archived entries are kept for audit purposes and are hidden from the normal list.
Record a transfer
Use Record Transfer when money moved between accounts and you want to book it as an accounting transfer, not as a regular bank deposit or payment.
Open Financial Dashboard > Transactions.
Click Actions.
Choose Add Transaction.
Select the Record Transfer tab at the top of the window.
👉 Fill in the form:
Transfer date: Enter the date of the transfer.
Amount: Enter the transfer amount.
From account (bank): Choose the bank account the money came from.
To account (bank): Choose the bank account the money went to
Description: Enter a short description of the transfer.
When you are finished, click Record Transfer.
Record Transfer moves money between two bank accounts in your books (for example, money market → operating checking).
It posts one balanced journal entry (debit the destination bank’s cash account, credit the source bank’s cash account) and adds two manual entries on the Transactions page - one on each bank - until you match them to imported or synced bank activity.
Before you save:
In Financial Dashboard → Banks, both the From and To accounts must have an accounting (GL) mapping configured. If save fails, open each account and confirm its mapping.
After bank statements or CSV imports arrive:
If you see the same transfer on a real bank line, use Match (or confirm the suggested match) on the manual entry. Do not categorize the imported line as a new transfer — that would record the same movement twice.
You can always review the underlying journal entry under Journal Entries.
👉 Add Transaction vs Record Transfer
Add Transaction is for recording something that happened at the bank, such as a check, deposit, fee, or payment. It shows on the Transactions page and can later be matched to a synced bank transaction.
Record Transfer is for moving money between accounts in your books, such as from one bank account to another. It posts as a journal entry rather than as a standalone bank transaction row.
Permissions
You need permission to manage bank accounts and financial records to use Add Transaction and Record Transfer. Users with view-only financial access can see the transaction list but cannot add transactions or transfers from Actions.