How to log income, expenses and payouts in Accounting
Accounting is your own ledger: what trading costs you, the money you put in and what you get back. You add entries by hand.
Steps
Open Accounting from the main menu.
Click + Add entry.
Choose the Type: Income, Expense, Funding / challenge, Payout, Deposit or Withdrawal.
Enter the Amount (USD) and the Date.
Fill in Company, Account, Category, Description and Reference if they apply.
Set the Status: Completed, Pending or Refunded.
Click + Attach receipt (image or PDF) if you have one.
Click Save.
Tips
- Only Completed entries count in the totals. The search box and the type, company and status filters change every card and chart.
- Deposits and withdrawals here move your own capital, so they don't count in Net balance.
- Use the pencil button on a row to edit an entry, or the trash button to delete it after confirming.
Related guides
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