Transactions
📚 Record & categorize income and expenses
This is the detailed list of all bookkeeping entries. Each row should have a date, type, category, description, and amount.
➕ New transaction
Add an expense or income entry to your bookkeeping ledger.
Saved in this session
Type
Tip: Expenses are usually negative for your P&L, but here you can just enter positive amounts — the app will handle the sign based on the type.
📋 Transactions list (session only)
Filter and review entries you've added in this browser session.
Date Type Category Description Invoice Amount
No transactions yet. Use “Add transaction” on the left to record your first entry.
How this page fits in
Transactions recorded here should feed into:
  • Bookkeeping overview KPIs (Income, Expenses, Net)
  • Mini P&L and category summaries
  • The main Business Dashboard net result
📑 Transactions sheet (DB-backed later)
This sheet will eventually show all transactions loaded from your database and can act as the single source of truth.
Date Type Category Description Invoice Amount
No saved transactions loaded. Connect this table to your backend or database later.
Later you can:
  • Load rows via API when the page opens
  • Use this as the authoritative ledger for reports and the main dashboard
  • Optionally wire the form above to write directly into this sheet