Transactions

The Transactions screen displays all general ledger transactions across all accounts and periods. It is particularly useful for quickly finding, filtering, or summarizing specific transactions within Manager.io.

Accessing Transactions

To access the Transactions screen:

1. Navigate to the Summary tab.

   Summary

2. Locate and click the Transactions button at the bottom-right corner of the Summary screen.

   Transactions

Customizing the View

You can tailor your view of transactions in several ways:

• Edit Columns:
  Use the Edit columns button to choose which columns appear in the transactions list. Refer to the Edit columns guide for detailed instructions.

• Advanced Queries:
  Utilize Advanced Queries to filter, sort, or group your transactions by specific criteria. For further details, see the Advanced Queries guide.

Exporting Transactions

For additional analysis outside Manager.io, you may export transactions:

• Copy to Clipboard:
  Click the Copy to clipboard button to quickly export your transaction data. You can then paste the copied data into external spreadsheet applications such as Microsoft Excel. Consult the Copy to clipboard guide for more information.