An Overview of Transactions

A transaction is a single instance of your association spending or receiving money — anything from utility payments and maintenance fees to dues payments and sponsor contributions.

Where to Manage Transactions

Transactions live under the Financials tab on the left Dashboard menu, on the Transactions sub-tab. From there you can:

• Create a new transaction.
• Edit or delete an existing transaction.
• Search your transaction list.
• Download your transaction data as a spreadsheet file.