How to Add a Transaction
Transactions are the core records in the financial system. Every income or expense you record is a transaction.
Opening the Transaction Form
You can add a transaction from several places:
- Dashboard — Click the Add Transaction button in the toolbar.
- Ledger — Click the Add Transaction button in the toolbar.
- Mobile — Tap the floating action button (FAB) in the bottom-right corner, then tap Add Transaction.
Filling Out the Form
Required Fields
| Field | Description |
|---|---|
| Type | Select Income or Expense. |
| Payment Type | Select the payment method: Cash, Check, Debit, or Credit. (Sale Ticket is set automatically when a sale creates the transaction.) |
| Vendor | Start typing to search for an existing vendor, or click Add to create a new one on the fly. |
| Category | Click Select category to open the category picker. Categories are shown in a hierarchy (parent and child). Click Add to create a new category inline. |
| Date | Choose the transaction date. |
| Amount | Enter the dollar amount. |
Optional Fields
| Field | Description |
|---|---|
| Tax | Enter the tax amount if you want to track it separately. |
| Check # | If the payment type is Check, enter the check number here. |
| Description | Add any notes or details about this transaction. |
Profitability Assignment
You can assign the transaction to one or more Groups and/or Tags for profitability tracking. These fields appear below the main form:
- Groups — Select from your existing groups. You can assign multiple groups.
- Tags — Select from your existing tags. A hint reminds you: “Use multiple tags when one transaction needs to roll up into several views.” Click Add Tag to create a new tag inline.
Attaching a Receipt
You can optionally attach a receipt image or PDF to the transaction. See How to Attach a Receipt to a Transaction for details.
Saving
Click Save when all required fields are filled. The transaction will appear on the dashboard and ledger immediately.