Tip Handling in Walbux

If you use Email Sync or you use Direct Sync in Assistive Mode, there are certain transactions that Walbux cannot detect and therefore require manual entry -- mainly just refunds and tips (e.g. on a restaurant bill).

When you see a transaction that you know you left a tip on, Walbux recommends leaving it unreconciled, and checking your bank account in a few days to see if the tip is reflected.  Once it is, click the transaction’s checkbox and select Add Tip from the options dropdown.  You can either enter the tip amount or enter the new total shown in your bank account and Walbux will calculate the tip for you.

This will create a duplicate transaction with just the tip amount, and will auto-fill the Transaction Name, Category, and Tags fields to match the original transaction.  This transaction will also be given the Tips* tag for tracking/searching purposes.


BONUS:
  Paying this much attention to your tips helps ensure nobody treats themselves at your expense without you knowing about it!