Transactions Summary

Articles:

1. What the Transactions Module Does

   • Tracking general business income and expenses

   • What's included by default vs. the optional unified view

   • How transactions feed into your Dashboard

2. Adding Income Transactions

   • What counts as income

   • Required fields: Name, Type, Amount, Currency, Date

   • Categories for organizing income

3. Adding Expense Transactions

   • What counts as an expense

   • Common expense categories: Tools, Education, Subscriptions

   • Recording paid vs. unpaid expenses

4. Understanding Payment Status

   • Paid vs. Unpaid transactions

   • Why only paid transactions affect your financials

   • Marking transactions as paid

5. Setting Up Recurring Transactions

   • How the Recurring label works during early access (label only for now, auto-generation coming soon)

   • Using the Recurring filter tab to manage subscriptions in one place

   • Common recurring costs and naming tips

   • Stopping a recurring subscription

6. Using the Unified Business Activity View (not in Beta)

   • What the unified view shows

   • Why cross-module entries are read-only

   • When to use this view for reporting

7. Using Filters and Search

   • Filter by type, category, date range, currency

   • Searching for specific transactions

   • Using tags for organization