{"id":690,"date":"2023-04-07T13:13:41","date_gmt":"2023-04-07T10:13:41","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-and-reconciliations\/transactions\/"},"modified":"2023-04-24T10:56:52","modified_gmt":"2023-04-24T07:56:52","slug":"transactions","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/banking-feeds-reconciliations\/transactions\/","title":{"rendered":"Transactions"},"content":{"rendered":"\n<p>With the transactions feature, you can create income and expenses and import bank records into Akaunting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating a New Income<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Banking<\/strong> on the Navigation Menu<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092713\/new-income.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Transactions<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>On the Transactions page, click <strong>New Income.<\/strong><\/li>\n\n\n\n<li>Enter the required details &#8211; <strong>Date, Payment method, Account, Amount, Category<\/strong>, and <strong>Transaction number<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income-1024x576.png\" alt=\"Creating a New Income\" class=\"wp-image-1486\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20092814\/new-income.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating a New Expense<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Banking<\/strong> on the Navigation Menu<\/li>\n\n\n\n<li>Select <strong>Transactions<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>On the Transactions page, click <strong>New Expense.<\/strong><\/li>\n\n\n\n<li>Enter the required details &#8211; <strong>Date, Payment method, Account, Amount, Category<\/strong>, and <strong>Transaction number<\/strong>.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Connecting Transactions to Invoices or Bills<\/strong><\/h2>\n\n\n\n<p>When you create an Income or Expenses in Transactions, you can connect them to Invoices or Bills.<\/p>\n\n\n\n<p>You need first to create an invoice with the same transaction amount you want to connect.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><em><a href=\"https:\/\/akaunting.com\/hc\/docs\/invoices-and-estimates\/creating-an-invoice\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out how to create an invoice.<\/a><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the Transactions page, Select a Transaction without an Invoice or Bill.<\/li>\n<\/ul>\n\n\n\n<p><em>You can also hover over the Transaction and click on the three dots to reveal the <\/em><strong><em>Connect<\/em><\/strong><em> option.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the three dots on the Transaction Details page at the top right corner.<\/li>\n\n\n\n<li>Select <strong>Connect<\/strong> from the dropdown options.<\/li>\n\n\n\n<li>From the pop-up window, Select the matching invoice\/expense.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9-1024x602.png\" alt=\"Connect Invoices to transactions\" class=\"wp-image-693\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9-1024x602.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9-300x176.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9-768x452.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9-1536x903.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07131556\/image-9.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>For a Transaction in which you received a partial invoice payment, you could enter the part payment amount to split the transaction.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the transactions feature, you can create income and expenses and import bank records into Akaunting. Creating a New Income Creating a New Expense Connecting Transactions to Invoices or Bills When you create an Income or Expenses in Transactions, you can connect them to Invoices or Bills. You need first to create an invoice with [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":668,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-690","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=690"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/690\/revisions"}],"predecessor-version":[{"id":1488,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/690\/revisions\/1488"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/668"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=690"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}