Recording a deposit

Last updated June 15, 2026

A deposit records money coming into one of your accounts. From the register, click New → Deposit.

Entering the deposit

  1. Choose the account the money went into
  2. Set the date
  3. Add a description (e.g. “Membership drive”)
  4. Under Splits, pick a category and amount. Click Add split to spread one deposit across several categories
  5. Optionally attach a file
  6. Click Create Deposit

The Deposit total at the bottom adds up your splits as you go.

Tips

  • The category list follows the deposit date. It only shows categories for that date’s fiscal year. Change the date and the list refreshes. This helps when you’re back-dating a deposit into last year or just added a new category.
  • Each deposit is one line in the register, no matter how many categories it’s split across. Open it to see the splits broken out.
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