Transactions: how-tos
Learn the ins & outs of how to use everything in the Transactions page, from adding an expense transaction to tracking inventory, and more.
- Introduction to the transactions page
- How to add an expense transaction
- How to create a transfer between two accounts (e.g. categorize a credit card payment)
- How to add an income transaction
- How to bulk categorize transactions
- How to split a transaction
- How to account for transaction fees
- How to record personal transactions from a business account
- How to account for donations
- How to account for loans with income/expense transactions
- How to provide a customer receipt before payment is recorded
- All about automatically categorizing transactions
- How to record mileage
- Introduction to journal transactions
- How to account for a loan with journal transactions
- How to account for reimbursements
- How to use bulk actions on transactions
- How to use the beta Transactions page