4.1 Create a new transaction
This page is used to quickly and accurately record a new income, expense, or transfer between accounts.
When should you use it?
- to record a new money movement
- to enter missed transactions later
- to register a transfer between two of your own accounts
Main areas of the page
Mode switcher
At the top, you can choose between two modes:
- Regular transaction: for income or expense
- Transfer: for money movement between two accounts
This choice decides whether the category field or the destination account field is required.
Date
Use the actual date of the money movement. Dashboards, charts, and monthly summaries all rely on this date.
Amount
Always enter the amount as a positive number. Whether it is income or expense is defined by the transaction type, not by a minus sign.
Description
This field is optional. Use it for a short human-readable note, for example:
- “weekly grocery run”
- “salary for May”
- “city center parking”
If you do not need it, you can leave it empty.
Account
This is the account affected by the transaction. For regular transactions it is the source or impacted account, and for transfers it is the source account.
Category
Required for regular transactions. Categories are used by reports, budgets, and category statistics.
Typical examples:
- expenses: Groceries, Fuel, Housing
- income: Salary, Bonus, Other income
Destination account
Only visible in transfer mode. This is the account that receives the amount. The source and destination accounts should not be the same.
Tags
Optional. They are useful when you want a finer breakdown inside the same category. You can type a new tag name to create it instantly without leaving the form, or pick an existing tag from the autocomplete list. Multiple tags can be added to the same transaction.
Notes
Use this for longer explanations. It is the right place for background information that may matter later but would be too long for the short description.
Attachments
You can upload receipts, invoices, or any related file here. This is useful for audits, taxes, or company expense tracking.
Validation rules
- for a regular transaction, category is required
- for a transfer, destination account is required and category is not needed
- amount must be greater than 0
- description is optional
Good practice
- add a short and clear description for frequent entries
- use categories consistently
- always use transfer mode for account-to-account moves instead of creating two separate transactions