Transactions

Transactions is the key element of the application that allows you to track income, expenses and transfers. There are three transaction types that can be entered on the Transaction tab:

• Transfer transaction is a transfer between two accounts;
• Income transaction is a transfer to the account with the specified Income type/category;
• Expense transaction is a transfer from the account with the specified Expense type/category.

There are three additional transaction types that can be viewed and modified on the Transaction tab, but can be entered and fully supported on the Investments tab:

• Buy transaction is a transfer from the account on buying some quantity of securities;
• Sell transaction is a transfer to the account the amount on selling some quantity of securities;
• Dividend transaction is a transfer to the account the amount of received dividends.

On the Transactions tab, you can see all transactions, which you have entered or imported:

On the Transactions tab, you can:

• Search transactions using filters
• Create a new transaction
• Modify a transaction
• Delete a transaction
• Copy a transaction

See also:

• how to import / export transactions,
• how to work with investments.