Transactions
Transactions represent all money movement in and out of your business. The transactions module provides tools for importing, categorizing, matching, and reconciling financial data.Route Information
Accessing Transactions
Navigate to Finances > Transactions from the sidebar, or go directly to/transactions
Transaction List
Table Columns
Keyboard Navigation
- Arrow Up/Down: Navigate between transactions when details panel is open
- Transactions support URL sharing via the actions menu
Transaction Types
Income
Money flowing into your business: customer payments, sales, refunds received, interest. Income transactions display in green when categorized as “income”.Expenses
Money flowing out: operating costs, payroll, vendor payments, equipment.Transfers
Movement between accounts: bank transfers, credit card payments.Importing Transactions
Bank Feed Import
- Navigate to
/transactions?step=connect - Select your bank and authenticate
- Choose accounts to sync
- Transactions import automatically with AI enrichment
CSV Import
- Go to Transactions and click Import
- Upload CSV/Excel file
- Map columns: Amount, Date, Description
- Select target bank account and currency
- Click Import
Filtering Transactions
Filters persist in the URL for sharing.
Transaction Actions
Individual Actions
Bulk Actions
Select multiple transactions to:- Set category
- Add tags
- Assign team member
- Delete manual entries
Transaction Status
Categorization
Manual
- Open transaction details
- Select category from dropdown
Automatic
Bank feed transactions receive AI-suggested categories based on merchant data.Category Rules
Set up rules in Settings > Transaction Rules for automatic categorization. See Transaction Categories for category management.Matching and Reconciliation
Invoice Matching
- Open income transaction
- Click Match to Invoice
- Select invoice and confirm
Reconciliation
- Go to Transactions > Reconcile
- Select bank account
- Enter statement balance and date
- Check matching transactions
- Verify zero difference
- Click Finish Reconciliation
Transaction Details
Click any transaction to open the details panel:Best Practices
Daily
- Review new bank transactions
- Categorize uncategorized items
- Match payments to invoices
Weekly
- Complete account reconciliation
- Follow up on unmatched items
Monthly
- Finalize reconciliations
- Generate monthly reports
Troubleshooting
Missing Transactions
- Check bank connection status
- Verify date range filter
- Manually refresh bank feed
Duplicates
- Compare dates and amounts
- Delete duplicate entry
- Set up prevention rules
Back to Finances | Categories | Next: Invoices