Business Transactions

Track your business income and expenses to monitor cash flow.

← Back to Business Finance

Adding a Transaction

To add a new business transaction:

  1. Navigate to your Business Dashboard or Transactions page
  2. Click the "+ Add Transaction" button
  3. Select the transaction type
  4. Enter the amount
  5. Choose a category
  6. Add an optional description
  7. Select the date
  8. Click "Add" to save

Transaction Types

Income

Money received from sales, services, investments, or other business sources.

Expense

Money spent on business operations, supplies, services, and other costs.

Saving

Money set aside for business reserves, emergencies, or future investments.

Investment

Money invested in business growth, equipment, or other assets.

Categories

Business transactions are categorized for accurate financial reporting:

Sales

Product or service sales revenue

Services

Consulting, freelance, or service fees

Operations

Day-to-day business operations

Marketing

Advertising, promotion, marketing costs

Payroll

Employee salaries and wages

Equipment

Business equipment and assets

Business-Specific Features

  • Invoice Tracking: Track which invoices have been paid
  • Tax Categories: Separate expense categories for tax purposes
  • Multi-Currency: Handle transactions in multiple currencies (Business feature)
  • Monthly Reports: Generate financial reports for specific periods

Argent Finance is a product by Ubunifu Labs