TRANSACTIONS
Understand the activity behind your balances.
Record income, spending and transfers so the financial activity in your MoniTrak workspace stays organized and easier to understand.
6 guidesTRANSACTIONS HELP
Follow the money moving through your workspace.
Learn how to record, organize and maintain the transactions behind your account activity.
Add your first transaction
Record income or spending and connect it to the account it belongs to.
4 min readUnderstand income and expenses
Learn how incoming and outgoing transactions affect your financial activity.
4 min readCategorize your transactions
Organize transactions into meaningful categories for budgets and reports.
4 min readEdit a transaction
Correct an amount, date, category, account or other transaction information.
3 min readTransfer money between accounts
Move money between your own accounts without treating the transfer as income or spending.
4 min readDelete a transaction
Remove an incorrect or duplicated transaction and understand the effect on your workspace.
3 min readUNDERSTANDING TRANSACTIONS
Transactions explain why your balances change.
Income can increase the balance of an account, expenses can reduce it, and transfers can move money between your own accounts without changing the combined amount.
Categorizing transactions also gives budgets and reports more useful context about where money is coming from and where it is going.
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