Transactions
Understand how transactions are categorized.
By Emily1 author8 articles
- Categorizing & reviewing transactions
- Choosing the correct transaction categoryHave trouble choosing the right category for a transaction? We've got you covered. This guide will walk you through how it all works!
- Unmatched payouts and transfers
- Reporting purchases as incidentals
- Reporting transactionsLearn how to add business transactions that happened outside of your bank or credit card accounts, for example, in personal accounts
- Recording accrued and prepaid expensesMove a Finaloop expense to the date you used it, or spread it across days or months, so your P&L shows when costs really happened (accrual basis only).
- Recording Tariff Refunds