Transactions

The single ledger every other Finance surface reads from. Log a transaction once — pick its Type, Classification, Category, Account — and the Dashboard's net updates, the matching Budget's progress bar moves, the Income Statement totals shift, the Expense Report's category breakdown recalculates. The Apex invoice payment that closed in Pipeline lands here as $24K Income. The $1,800 rent posts every month from a recurring rule. The $7,200 tax savings transfer flows to the Tax Savings account — treated correctly as a transfer, not an expense. One source of truth. Every downstream view stays coherent. No Expenses.xlsx tab.