---
title: In the Financials feature, how do I add a new transaction?
description: financials, transactions, add transaction
---
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# In the Financials feature, how do I add a new transaction?
### How Do I Add a New Transaction?
*Also searched as: record an expense, create a transaction, log a payment, enter a purchase in Financials*
### What Is a Transaction?
A transaction represents an individual instance in which your community either spends or receives money — everything from utility payments and maintenance fees to dues payments and sponsor contributions.
### Step 1: Open the Transactions Screen
- Click on the **Financials** tab to open it.
- Click on the **Transactions** tab to view the "TRANSACTIONS" summary screen. Any transactions you've already created appear in the list here.
### Step 2: Start a New Transaction
- Click the **Transaction Actions** button, then choose **+Add New Transaction**.
### Step 3: Fill Out the Transaction Details
In the "ADD TRANSACTION" window:
1. Click the **Vendor Payee** dropdown menu and choose the vendor for this transaction.
2. Click the **Transaction Type** dropdown menu and select the type of transaction.
3. Enter the total amount of the transaction in the **Amount** box.
4. Click in the **Transaction Date** box to add the date. In the date-picker, click a date to select it, then click **Set** at the top right corner to return to the "ADD TRANSACTION" window.
5. In the **Reference #** box, optionally enter an alphanumeric designation you or the vendor assigned to this transaction, such as a job number or purchase order number.
6. Click the **Payment Account** dropdown menu and choose the account this payment is drawn from or deposited to.
- The account assignment defaults to the "Default Account" assigned to the vendor during vendor setup.
7. In the line-items grid, click the **Account** column dropdown to itemize which account each portion of the transaction applies to.
8. In the **Description** column, enter a description of the item or service.
9. Enter the amount for that line in the **Amount** column.
### Step 4: Add Multiple Line Items (Optional)
If the transaction included multiple items or services:
- Click **Add Line** to add another instance of the account, description, and amount fields, then enter data for the new line.
- Click **Clear Lines** to clear transaction data from all lines if you need to start over.
### Step 5: Add Notes and Attachments (Optional)
- Enter other comments and information about the transaction in the **Transaction Notes** box.
- Click **Add File Attachments** to upload documentation associated with the transaction, such as scanned or digital receipts and invoices.
- An individual uploaded file can be up to 15 MB in size.
- Repeat the upload process to add more files.
### Step 6: Save the Transaction
- Click **Save** when you're happy with your transaction setup.
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