How to Add a Transaction

Created by Jarrett Woodall, Modified on Fri, 17 Jul at 9:48 AM by Jarrett Woodall

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.

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.

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.

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.

You can optionally attach a receipt image or PDF to the transaction. See How to Attach a Receipt to a Transaction for details.

Click Save when all required fields are filled. The transaction will appear on the dashboard and ledger immediately.