Transactions

How to get there: In the Management app, click Transactions in the left sidebar (or go to /Transaction/Index). The main content area shows the transactions list.

What you see: A grid or table with one row per transaction. Typical columns include Date, Amount, Category, Asset (property), Payee, and Memo. Income and expenses may be in one list or separated by type. Use the column headers to sort if needed.

Tip: Bookmark or use the sidebar so you can return to this list quickly when recording rent, expenses, or other activity.

Steps: (1) Locate the filter area above or beside the transactions grid—often dropdowns or date pickers. (2) Set Date range (e.g. this month, last quarter, or custom from/to). (3) Optionally select an Asset to see only that property’s transactions. (4) Filter by Category (e.g. Rent, Repairs) or Type (income vs expense) if those options exist. (5) Apply or refresh the list.

Why it matters: Filtering helps you reconcile by property, run period reports, or find a specific payment or expense without scrolling the full list.

Steps: (1) On the Transactions list, click Add or New transaction. (2) Enter the Date of the transaction. (3) Enter the Amount (positive for income, negative for expense if the field allows). (4) Choose the Category from the dropdown (e.g. Rent income, Maintenance expense). (5) Select the Asset (property) this transaction belongs to. (6) Enter Payee name if applicable (landlord, vendor, tenant). (7) Add a Memo or description for your records. (8) Save or submit. The new row will appear in the list.

Tip: Be consistent with categories and payee names so reports and search work well later.

Steps: (1) From the Transactions list, click the row or an Edit action for the transaction you want to change. (2) The form opens with current values. Change any field (date, amount, category, asset, payee, memo). (3) Click Save to apply. The list will update.

Note: Some systems keep an audit trail of edits; check your app’s settings or history if you need to see who changed what and when.

Steps: (1) Open the transaction from the list (click row or Edit). (2) Look for Delete or Void. Use Void when the transaction was posted in error but you want to keep a record that it was reversed; use Delete only if your process allows removing the record entirely. (3) Confirm the action if prompted. The transaction will no longer appear in the active list (or will show as voided).

Best practice: Prefer void over delete so your books show the correction and auditors can see the history.

Steps: (1) When adding or editing a transaction, choose the correct Category from the list (e.g. Rent, Late fee, Repairs). (2) To recategorize existing transactions, open each one and change the category, or use a Bulk recategorize option if available—usually by selecting multiple rows and choosing “Change category” or similar. (3) Save. Reports and financials use categories, so keeping them accurate ensures income/expense and tax reports are correct.

Tip: If you use QuickBooks or another GL, categories often map to accounts; correct categorization here keeps the sync accurate.

Steps: (1) On the Transactions list, look for Export, Download, or a similar button (often in the toolbar or a menu). (2) Choose format (e.g. CSV, Excel). (3) If options appear, select the date range and columns you want. (4) Run the export and open or save the file. Use it for backups, external reporting, or accounting.

Note: If you don’t see export, it may be under Reports or a different menu; check your plan or admin settings.

What to know: Transactions are classified as income (e.g. rent, fees) or expense (e.g. repairs, utilities). The category you pick usually determines this. If your app shows a chart of accounts or GL (general ledger) codes, each category may map to an account—income and expense categories map to the right account type so that P&L and tax reports (e.g. Schedule E) are correct.

Action: When adding or editing transactions, choose categories that match your chart of accounts or reporting needs. If you use QuickBooks or another integration, ensure mapping is set up so synced transactions land in the correct account.

Steps: (1) On the Transactions list, select multiple rows using checkboxes or shift-click. (2) Look for a Bulk actions or toolbar that appears when rows are selected. (3) Choose an action—e.g. Delete, Recategorize, or Export selected. (4) Complete the dialog (e.g. pick the new category) and confirm. All selected transactions are updated at once.

Use case: Bulk recategorize is useful when many transactions were entered with the wrong category; bulk export lets you pull a subset of data quickly.