Transactions

Every money movement hits the master ledger with immutable history.

Income

₹ 142,355.00

Ledger total

Expense

₹ 123,306.37

Ledger total

Transfer

₹ 500.00

Ledger total

Add transaction

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Import transactions (CSV)

Upload CSV with header columns: transaction_date,account_token,transaction_type,amount,category_id,subcategory_id,payment_method_id,payment_method_name,contact_id,purchase_parent_id,purchase_parent_name,purchase_source_id,purchase_source_name,notes,transfer_to_account_token. Use account token format like savings:1, credit_card:3, loan:2.

For transfer rows, fill transfer_to_account_token. You can also use account_id/account_type columns instead of account_token.

Download sample: transactions_import_template.csv

Recent ledger entries

Date Bank Type Amount Payment To whom Purchased from Category Notes
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 55.00 Gpay - Local Stores -> Daily Essentials GROCERY -> FRUITS Bought Banana
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 30,000.00 Gpay Shunmugadevi - LEND-DEBIT Lent money returned
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 15,000.00 - - - House Rent -> House Rent Chennai House Rent-Thazhambur
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 453.00 - - - CREDIT CARD PAYMENT CREDIT CARD BILL PAYMENT - IDFC FIRST SELECT CREDIT CARD
2026-03-07 IDFC FIRST BANK - FIRST SELECT Income ₹ 453.00 - - - CREDIT CARD PAYMENT Transfer from account 2
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 26,993.38 - - - CREDIT CARD PAYMENT CREDIT CARD BILL PAYMENT - AXIS FLIPKART AXIS CARD
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 1,315.99 - - - CREDIT CARD PAYMENT CREDIT CARD BILL PAYMENT - AXIS NEO CREDIT CARD
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 1,438.00 - - - CREDIT CARD PAYMENT hdfc regalia credit card bill payment
2026-03-07 HDFC BANK - HDFC SAVINGS Expense ₹ 16,789.00 - - - CREDIT CARD PAYMENT hdfc rupay credit card bill payment
2026-03-06 HDFC BANK - HDFC SAVINGS Expense ₹ 40.00 - - - FOOD -> LUNCH OUTSTANDING FOOD SPEND BY OFFICE FRIENDS
2026-03-06 HDFC BANK - HDFC SAVINGS Expense ₹ 145.00 - - - FOOD -> LUNCH OUTSTANDING FOOD SPEND BY OFFICE FRIENDS
2026-03-06 HDFC BANK - HDFC SAVINGS Expense ₹ 192.00 - - - FOOD -> LUNCH OUTSTANDING FOOD SPEND BY OFFICE FRIENDS
2026-03-06 HDFC BANK - HDFC SAVINGS Income ₹ 64,875.00 - - - Reimbursement -> Ark Neo
2026-03-06 HDFC BANK - HDFC SAVINGS Expense ₹ 2,262.00 - - - GROCERY -> MILK
2026-03-06 HDFC BANK - HDFC SAVINGS Expense ₹ 2,000.00 - - - ATM Withdrawal