Skip to content

Record an Entry ​

Recording an entry is the core action in BookKeep. This page covers where to record, the steps, how to enter amounts, the optional settings, and how to edit and delete.

Where to find it ​

AppLocation
The Android appThe "+" button at the bottom-right corner of the home screen
The web appThe quick-entry control on the home page
The desktop app"Record an Entry" in the left navigation, or the keyboard shortcut Ctrl+N

Steps ​

  1. Pick a category: first choose the top-level group (Expense / Income / Other), then tap a specific category; tapping a category that has subcategories expands them
  2. Enter the amount
  3. Add optional details (all can be skipped):
    • Date: defaults to today; to record an entry from a few days back, just change the date
    • Ledger: if you don't pick one, the entry goes into the default ledger
    • Tags: you can select several
    • Note
  4. Save

Three ways to enter an amount ​

MethodHowExample
Enter the amount actually paidType the final amount paidPaid ¥80.00
Original price + discountEnter the original price and the discount; the amount paid is calculated automaticallyOriginal price 100, discount 20 → paid 80
Calculator arithmeticThe amount field supports the four basic arithmetic operationsType 25.5×2 → 51

The Android app and the desktop app support calculator arithmetic and the "original price / discount" mode when entering amounts.

Entry options ​

OptionWhat it does
LedgerDecides which ledger the entry is recorded in; if you don't choose one, it goes into the default ledger
TagsYou can apply several tags at once, for flexible filtering and statistics
Excluded from income & expense totalsShown only in the transaction list; does not count toward income / expense statistics. Suitable for transfers, internal moves, and similar
Excluded from budgetDoes not use up this month's budget. Suitable for non-everyday spending such as investing or loan repayment
StarMarks an entry as important so it is easy to find
Link to subtotalPuts this entry into a subtotal so you can see the total there

Editing and deleting ​

  • Edit: open an entry in the transaction list, make your changes, and save
  • Delete: single entries can be deleted; on the Android app you can press and hold to enter multi-select mode and delete in batches
  • Deleted entries cannot be recovered — please double-check before confirming

BookKeep · Book smart, live easy