> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/records/record.md).

# Add a Record

Tap the record button at the bottom right of any main page to open a new expense.

## Page Layout

| Area                             | What it does                                                                                                              |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Top center**                   | Shows the current book; tap it to switch books                                                                            |
| **Record type at the top right** | Switch among Expense, Income, Transfer, Loans, Investments, and Currency Exchange, or open Templates                      |
| **Amount area**                  | Shows the current amount and currency; tap the currency to change it                                                      |
| **Note and date**                | Add a note or change when the record occurred                                                                             |
| **Record toolbar**               | Choose an account and, depending on your settings, access fees, split payments, tags, location, images, members, and more |
| **Number pad at the bottom**     | Enter an amount, perform simple calculations, and save with the bottom-right button                                       |

## Add One Record

1. Tap the current type at the top right and choose **Expense, Income, Transfer, Loans, Investments, or Currency Exchange**.
2. Tap the book name at the top and confirm the record's book.
3. Choose an account from the toolbar and complete required fields such as the category.
4. Enter the amount with the number pad. You can use addition, subtraction, multiplication, and division directly.
5. Add a date, note, tags, location, images, or members as needed.
6. Tap **Save** at the bottom right of the number pad.

## Fields

| Field                   | How to use it                                                            |
| ----------------------- | ------------------------------------------------------------------------ |
| **Amount and currency** | Tap the currency to switch it; long amounts automatically shrink to fit  |
| **Account**             | Choose a paying account for an expense or a receiving account for income |
| **Book**                | Sets the statistics, budget, and sharing scope for the record            |
| **Category**            | Choose an income or expense category, then a subcategory if needed       |
| **Tags**                | Add more than one tag to a record                                        |
| **Date**                | Record a past or future date                                             |
| **Note**                | Enter a merchant, purpose, or other description                          |
| **Images**              | Add a receipt or another related image                                   |
| **Location**            | Save a location to view it later on the record map                       |
| **Members**             | Track shared spending or allocation among members                        |

## Fees, Discounts, and Split Payments

| Feature                   | How to use it                                                                     |
| ------------------------- | --------------------------------------------------------------------------------- |
| **Fee**                   | Record a service fee or another additional amount                                 |
| **Discount**              | Record the actual amount after a discount                                         |
| **Split Payment**         | Split one purchase among multiple paying accounts                                 |
| **Statistics and Budget** | Control whether the record is included in income and expense statistics or Budget |

## Transfers and Currency Exchanges

A transfer requires a source and destination account. If their currencies differ, enter the outgoing and incoming amounts or the exchange rate. Saving updates both account balances, while the transfer itself is not counted again as standard income or expense.

## Faster Entry

| Need                             | Method                                                                |
| -------------------------------- | --------------------------------------------------------------------- |
| **Voice recording**              | Touch and hold the record button at the bottom right                  |
| **Continuous entry**             | Enable it in the toolbar to continue with another record after saving |
| **Reuse common details**         | Save them as a [Template](/records/templates.md)                      |
| **Create records on a schedule** | Create a [Recurring Record](/recurring-records/recurring.md) rule     |


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