Transactions

Transactions are the core of your books. Every dollar that comes in (income) or goes out (expense) is a transaction.

Adding a Transaction

Click + Add Transaction from the Transactions page or the Dashboard.

Fill in the following fields:

Field	Required	Notes
Date	Yes	Defaults to today
Description	Yes	What the transaction was for
Amount	Yes	Positive number — type (income/expense) determines sign
Type	Yes	Income or Expense
Business Line	Yes	Which business line this belongs to
Category	No	Used for expense breakdowns in reports
Source	No	manual, square, stripe — auto-set for synced transactions
Account	No	The bank account this transaction belongs to
Receipt	No	Upload a photo or PDF of the receipt
Notes	No	Any additional context

Click Save to record the transaction. It immediately affects account balances and dashboard totals.

Editing a Transaction

Click any transaction row to open the edit form. All fields are editable. Click Save to apply changes or Cancel to discard.

WARNING

Editing a transaction that came from Square or Stripe sync will mark it as manually modified. Re-syncing will not overwrite it.

Deleting a Transaction

Open a transaction for editing and click Delete. This is permanent — deleted transactions cannot be recovered. If you need to reverse an entry, consider adding an offsetting transaction instead.

Filtering Transactions

Use the filter bar at the top of the Transactions page to narrow down what you see:

• Date range — from/to date pickers
• Business line — dropdown
• Type — income, expense, or both
• Category — dropdown populated from your existing categories
• Source — manual, square, or stripe
• Account — filter to transactions belonging to a specific account

All filters are applied together (AND logic). Clearing a filter removes that constraint.

Bulk Categorization

To re-categorize multiple transactions at once:

1. Check the boxes on the left side of each transaction you want to update
2. Click Categorize Selected in the toolbar that appears
3. Choose a category and click Apply

This is useful after a sync when many transactions come in with no category.

CSV Export

Click Export CSV to download all currently filtered transactions as a CSV file. The export respects your active filters — to export everything, clear all filters first.

The CSV includes: date, description, amount, type, category, business line, source, account, and notes.

Understanding Sources

Source	Meaning
manual	You entered this by hand
square	Imported from Square Sync
stripe	Imported from Stripe Sync
plaid	Imported via Plaid bank sync

Synced transactions include the external ID (Square transaction ID, Stripe charge ID, or Plaid transaction ID) so re-running a sync never creates duplicates.

Receipts

Receipts are stored as file attachments on individual transactions. Supported formats: JPEG, PNG, PDF. The original file is stored on the server and accessible from the transaction detail view.

Geekonomics does not do OCR or auto-fill from receipts — you still enter the amount and description manually and attach the receipt as documentation.