Record transactions with useful context

Start with the transaction type

Choose income or expense first so the available categories and reporting behavior match the record.

Confirm account and currency

Select the account that actually received or paid the amount. Enter the original currency when it differs from the workspace reporting currency.

Add meaningful context

Use a recognizable title, category, date, and optional client, vendor, project, location, or note when those details will help future review.

Attach evidence selectively

Attach receipts or supporting files when they are needed for reimbursement, tax, warranty, or audit purposes. Avoid including unrelated personal information.

Review before saving

Check the sign of the amount, date, currency, and account. A short review prevents most balance and report problems.

Correct mistakes transparently

Edit or remove an incorrect record only after confirming which reports, reminders, or linked workflows may rely on it.