Transactions

What it does

Transactions is where you record all money coming in and going out of your bank accounts. Each transaction can be categorised, split across multiple accounts, and reconciled against your bank statement.

Key actions

• Create income and expense transactions
• Split transactions across multiple categories
• Reconcile transactions against bank statements
• Bulk reconcile or delete transactions
• Edit, unsplit, and view transaction details

Getting started

Go to Banking > Transactions. Create transactions manually or import them from a bank statement file (CSV, OFX, QIF, MT940).