SimpleAccounts
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SimpleAccounts
  • 👋Welcome to SimpleAccounts
    • 💡What we do
    • ✨Key Features
    • 🖥️Self-Hosted Service
    • 🛠️Installation Guide
    • 🧑‍💻Managed Service
    • 💸Income
    • 💲Expense
    • 🏦Banking
      • 🏦Manage Bank Accounts
      • 💱Manage Transactions
        • 🔹Add a transaction
        • 🔹Create new parsing template to import bank statement.
        • 🔹Import a transaction from your computer
        • 🔹Reconcile a transaction
        • 🔹Match transaction with books / Explain a transaction
        • 🔹Unmatch transaction with books /Unexplain a transaction
        • 🔹Match an Invoice with Bank Transaction
        • 🔹Create new parsing template to import bank statement
    • 👨‍💼Accountant
    • 📊Reports
    • 💰Master
    • 📦Inventory
    • 👥Payroll
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. Product Guides
  2. 🏦Banking

💱Manage Transactions

Record and categorize incoming and outgoing payments, deposits, withdrawals, transfers, and other activities involving the bank account.

🔹Add a transaction🔹Create new parsing template to import bank statement.🔹Import a transaction from your computer🔹Reconcile a transaction🔹Match transaction with books / Explain a transaction🔹Unmatch transaction with books /Unexplain a transaction🔹Match an Invoice with Bank Transaction🔹Create new parsing template to import bank statement
PreviousDelete a bank account
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