Create an Income transaction

To create an Income transaction, follow next steps:

  1. Click on the Transactions tab: Transactions tab
  2. Click the New button: New transaction button
  3. In the transaction dialog:
    1. Select the Income option: Choose Income
    2. Fill the fields:
      • Amount is the amount to transfer to account.

        The currency of the amount will be the same as in the To Account.

        Note: See below how to enter multiple amounts for one Income transaction.

      • Date is, by default, a current date, but you can change it by entering the date in your local date format or selecting the date from the drop-down calendar: Choose date of a new Income transaction
      • To Account is the account to which you want to receive money.

        You can enter some digits or symbols to use the auto-complete list:

        Choose To Account of a new Income transaction
      • Income Type is the category from the list of Income types/categories (see how to Add a new category or Modify a category).

        You can also use the auto-complete list:

        Choose Income Type of a new Income transaction

        To enter several Income types for one transaction, click the Plus button:

        Add several Income Types for the new Income transaction

        Add Income types and appropriate amounts (in the Amount field on the top, you will see the total amount): Several Income Types for the new Income transaction

      • Tags (Enter a Tag) is an optional field for the transaction.

        You can enter one or several tags in the Tags field, or select previously used tags from the auto-complete list. If the tag doesn’t exist and you enter a new one, it will be added to your tags list automatically after typing it and clicking Enter:

        The new Income transaction with tags

        Note: You can use tags to search transactions like an additional filter and use them in the Income / Expenses report.

      • Description is an optional information for the transaction: Description of the new Income transaction
    3. Click the Create button to save the current income transaction and close the dialog: Created income transaction

      Or, click the Copy button to save the current income transaction and create a new one with all fields pre-filled, except Amount and Description:

      Copy an income transaction