Understanding transactions

Transactions are the foundation of your bookkeeping in Financica. Every bank payment, invoice, and transfer is represented as a transaction that you can review, categorize, and document.

The transactions page

Navigate to Accounting > Transactions to see all your financial activity. The page shows a paginated list of transactions with:

• Description — What the transaction is for (pulled from your bank or entered manually).
• Amount — The transaction value, shown with a directional indicator (inflow or outflow).
• Account — Which bank or ledger account the transaction belongs to.
• Date — When the transaction occurred.
• Documents — An icon showing how many supporting documents are attached.
• Invoice status — Whether the transaction is linked to an invoice.

Filtering transactions

Use the filters at the top of the page to narrow down what you see:

• Search — Filter by description text.
• Date range — Set a start and end date.
• Source account — Show transactions from a specific bank account.
• Uncategorized only — Show only transactions that have not been assigned to a ledger account yet. This is useful during reconciliation.

Bulk selection

You can select multiple transactions at once using the checkboxes on the left side of the list. Hold Shift and click to select a range of transactions. The selection bar at the top shows how many transactions are selected and their combined total amount.

Bulk actions available:

• Delete — Remove selected transactions.

Transaction details

Click any transaction to open its detail view. The detail page is organized into tabs:

Details tab

The main tab showing the transaction's core information:

• Transaction legs — Every transaction can have multiple legs: a source account and one or more destination accounts. For example, a payment might debit your bank account and credit an expense account. Split transactions can credit multiple accounts.
• Linked invoices — If the transaction is associated with an invoice (expense or revenue), you will see a link to that invoice for quick navigation.

Documents tab

View and manage attached supporting documents like receipts, invoices, and contracts. You can upload new documents directly from the transaction detail view by dragging and dropping files or clicking the upload area.

Comments tab

Add notes to transactions for context. Comments are visible to all team members and are useful for explaining unusual transactions or flagging items for your accountant's review. When someone comments on a transaction, team members with comment notifications enabled receive an email notification.

History tab

The audit log shows every change made to the transaction -- who changed it, when, and what was modified.

Source tab

For transactions imported from integrations like Stripe, you will see the original source data and a link to view the transaction in the original system (e.g. "View on Stripe").

Deleting transactions

You can delete a transaction from the detail page using the dropdown menu in the header. If the transaction was imported from an external source (like a bank connection or Stripe), Financica will warn you that it cannot be re-imported automatically.

Transaction types

Transactions flow in two directions:

• Inflows — Money coming into an account (deposits, customer payments, refunds received).
• Outflows — Money leaving an account (expenses, supplier payments, transfers out).

The direction is indicated visually with color coding and icons throughout the interface.