You can view your transactions under the Banking and Finances tab.
- To view transactions for a specific bank account go to Banking and Finances - Accounts - Click into the account to see the transaction log.
- With the video below you can see how to manage transactions in the Azibo platform and perform the most important functions to effectively bookkeep for your rental business:
Transactions can be assigned to a schedule E tax category + subcategory and can be assigned to a property. This data can be pulled into a tax preparation report (located under the Reports tab).
You can click on the arrow to the right of the transaction to expand the details, write a memo, or split the transaction.
To manually add a transaction go to Transactions - click on the Add (+) symbol located in the top right hand corner of screen and select Add Transaction.
For more tips on how to search and filter to find and edit your transactions most efficiently, check out the video below: