How to Create Spend Money and Receive Money in Xero in 3 Steps

The Spend Money and Receive Money options in Xero can be used to record cash transactions.

To create a Spend Money / Receive Money transaction in Xero:

  1. In your Xero dashboard, click on “Manage Account” of the bank account you want to record a spend money transactions.
  2. Click “Spend Money or Receive Money” * Fill in the Details.
  3. Once you’re happy, click “Save”

Next: Customising Your Xero Dashboard & Explaining Bank Account, Account Watchlist and More

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