TeeckIn/Docs

TransactionsPro

Track income and expenses beyond billable hours.

Overview

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.

Transaction Types

Income

  • Invoice payments
  • Retainer fees
  • One-time project fees
  • Reimbursements

Expense

  • Software subscriptions
  • Hardware purchases
  • Contractor payments
  • Business travel

Adding a Transaction

  1. 1
    Go to Transactions page
  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

Recurring Transactions

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

  1. 1
    Go to Transactions Settings → 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

Tip

You can pause a recurring transaction by toggling it inactive, then resume it later without losing the schedule settings.

Linking to Categories

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)

Tip

Linked transactions appear in category profit reports, showing true profitability after expenses.

Transaction Reports

View your financial summary:

  1. 1
    Go to Transactions page
  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

Invoice Payment Tracking

When a client pays an invoice:

Option 1: Mark Invoice Paid

Go to Billing → Invoices, find the invoice, mark as Paid. A transaction is created automatically.

Option 2: Manual Transaction

Create an income transaction manually. This works if you don't use TeeckIn's invoicing feature.

Related

Invoices

Create and track invoices

Reports

See financial summaries

Categories

Link transactions to categories