Finance

How to record income and expenses

Keep your financial flow organized by type, category and date.

1. Open Finance

   In the dashboard menu, open Finance. Only roles with financial permission can view or change amounts.

2. Choose the type

   Select income or expense and enter the category, amount and transaction date.

3. Add context

   Use the description to record information useful for review, without entering unnecessary sensitive data.

4. Save and check

   Click Save and verify the entry in the financial ledger and the period totals.

Updated on July 21, 2026.