Create a new transaction

There are three transaction types, which you can create on the Transaction tab:

• transaction is a transfer between two accounts. You create a transfer transaction when you move money from one account to another account
  (see how to Create a Transfer transaction).

  Note: Transfer transactions are not shown in the Income / Expense report.

• transaction is a transfer to the account with the specified Income type/category. You create an income transaction when you receive money from anywhere to the account (see how to Create an Income transaction).

  Note: Income transactions are shown on the Income tab of the Income / Expense report.

• transaction is a transfer from the account with the specified Expense type/category. You create an expense transaction when you spend money or send them anywhere from the account (see how to Create an Expense transaction).

  Note: Expense transactions are shown on the Expense tab of the Income / Expense report.

There are three additional transaction types, which you can see and modify on the Transaction tab and create on the Investments tab:

• transaction is a money transfer from any of your accounts for buying securities. This amount can include any bank or service fees to show your real expenses for buying shares (see how to create a Buy transaction), but you can create separate transactions for those fees.

  Note: this amount will be shown in the Cost chart and will be used for calculating Gain and Loss.

• transaction is a money transfer to any of your accounts from selling securities. This amount can exclude all bank or service fees to show your real income after selling securities (see how to create a Sell transaction), but you can create separate transactions for those fees.

  Note: this amount of real income will be used for calculating Gain and Loss.

• transaction is a transfer to your account the amount of dividends received for some securities (see how to create a Dividend transaction).

  Note: all amounts of dividend income will be used for calculating Gain and Loss.

See more about Investment transaction in the Investments page.