Finances - Transactions
Overview
The Transactions section displays all financial transactions across your accounts. Track income, expenses, and transfers in one unified view.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Transactions
Features
Transaction List
- All transactions view
- Filter by account
- Filter by category
- Date range selection
Transaction Details
- Amount and currency
- Date and time
- Category
- Account
- Payee/Description
- Notes
Transaction Actions
- Add new transaction
- Edit transaction
- Delete transaction
- Categorize
- Add tags
Quick Reference
| Filter | Description |
|---|---|
| Account | Specific account |
| Category | Transaction category |
| Date | Date range |
| Type | Income/Expense/Transfer |