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Transaction

Transactions can be of three types: expense, income or transfer of money from one account to another. If you transfer money between accounts with different currencies, you need to enter the exchange rate. The rate is entered automatically from the corresponding directory, but you can change it for any transaction.
 
To create a new transaction, you need to enter minimum data: amount of the transaction, date and account. Other settings are optional.
 
Transaction
1

Type

1. Type
Type of a transaction - income, expense or transfer.
2

History

2. History
This button helps you to enter recurring transactions without the need to type data to all fields of the form. For this, select a transaction from the list and make edits if necessary. Other fields are completed with data automatically.
3

Advanced settings

3. Advanced settings
Open the tab with advanced settings.
4

Account

Account that will be credited or debited money. If you transfer money, specify credit and debit accounts and exchange rate (if account currencies are different).
5

Amount

Amount of the transaction in the account currency. Click the Plus (+) button to display additional fields: price, quantity and discount (tax). You can enter data to any two fields from three (price, quantity and amount), the latter is calculated automatically.
Tax is entered as a number (not percents). If the number is positive, this is a tax (total amount of the transaction will increase by this number). If the number is negative, it is a discount (amount of the transaction is reduced by this number).
6

Date

Date of transaction. By default this is the current day or date of the last entered transaction. The field is inactive if the schedule is set.
7

Description

Description of a transaction. You can choose a description from the list of transactions that were entered earlier and that are related to the selected category.
8

Status

Status of a transaction - cleared, uncleared, reconciled. Uncleared transactions do not influence balance.
9

Comment

Here you can type any text that describes a transaction.
10

Categorization

This option allows you to specify the category, family member, add tags, etc. Read more...
11

Extra fields

Three extra fields for every transaction.
13

Schedule

Set the schedule for the transaction.
14

Currency

The currency of a transaction may differ from the currency of an account (for example, you withdraw dollars from ATM and you have a euro account). In this case, select the currency of a transaction and exchange rate to the currency of an account.
15

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