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Articles on: Sprwt Supprt

What does the Transactions page show?


Accounting > Transactions (titled Transactions – Ledger) lists all your non-deleted transactions, newest first, in a table with the columns Date, Description, Account, Category, Amount, a round reviewed check box and Actions (edit pencil). Withdrawals are shown as negative amounts and deposits in green; rows that have not been reviewed are shown in bold, and an Auto badge marks categories assigned by a rule. Every cell except Actions can be edited inline by clicking it. The header has + Add Transaction and, when auto-categorization is enabled, Re-categorize All. Connected bank accounts appear in the Account column with the last digits of the account number.

Where to find it: /admin/accounting/transactions