Finance

Transactions

Review detailed finance lines and understand the debit and credit movements created across the platform.

Last updated 2026-03-28

What this tab is for

Transactions is the detailed finance ledger.

Typical columns include:

  • date
  • category
  • debit
  • credit
  • linked relation
  • description

When to use this tab

Use this tab when you need to understand exactly which financial movement was created and why.

The filter bar typically supports:

  • search
  • category filtering
  • export

Good practice

  • treat Transactions as the detail view for finance lines
  • filter before exporting so the result stays useful