TransactionsPro

Transactions track money coming in and going out that isn't directly tied to time tracking. Use transactions for invoice payments, one-time fees, software subscriptions, and business expenses.

1. 1
   Select Transactions in the sidebar (under Billing)
2. 2
   Click Add Transaction
3. 3
   Select type: Income or Expense
4. 4
   Enter the amount
5. 5
   Set the date
6. 6
   Add a description (e.g., "March invoice payment from Acme")
7. 7
   Optionally link to a client or category
8. 8
   Click Save

Attach supporting files to any transaction — receipts, supplier invoices, or bank statements — so the paper trail stays with the entry:

• Open a transaction (or the Add Transaction dialog) and use the Attachments section to add files.
• Accepted formats are images (PNG, JPG, GIF, WebP) and PDF, up to 10 MB each.
• Attachments are included in the financial-archive export, so your accountant gets the receipts alongside the numbers.

For regular income or expenses, set up recurring transaction templates:

1. 1
   Open Settings → Tracking → Recurring
2. 2
   Click Add Recurring Transaction
3. 3
   Select type: Income or Expense
4. 4
   Enter the amount and description
5. 5
   Set the frequency (daily, weekly, monthly, yearly)
6. 6
   Set start date and optional end date
7. 7
   Click Save

TeeckIn creates transactions automatically on schedule. Common uses:

• Monthly retainer payments
• Subscription expenses (hosting, tools)
• Regular contractor payments

Link transactions to categories for better financial reporting:

• Income — Link to the category/client the payment is for
• Expenses — Link to the category they support (e.g., software tools for client work)

View your financial summary:

1. 1
   Select Transactions in the sidebar (under Billing)
2. 2
   Set a date range
3. 3
   See income, expenses, and net for that period
4. 4
   Filter by category to see profit per client/project

When a client pays an invoice: