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.
- To view all transactions for all linked bank accounts go to - Banking and Finances - Transactions.
Transactions can be assigned to a schedule E tax category + sub category 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 Transaction - click on the Add (+) symbol located in the top right hand corner of screen and select Add Transaction.
To split a transaction click on the arrow to expand then click Edit - Split Transaction.
You can adjust the amounts, document expenses/income, assign various categories/properties, add more splits and edit the memos and so on. Be sure to click Save when completed.