Add a transaction type

Standard transaction types are defined in the system. Sometimes, however, you may need to define your own types. Such situations may arise if, for example, you want to give your own transaction type names / codes for different expenses.

Read more about standard transaction types: Transaction types.

Read more Standard transaction types versus custom transaction types.

When you add your own type, start the implementation using a similar existing type as an example. Make sure, that all the effects are matching to your case. If you have a need for totally different kind of transaction type, please contact FA Solutions' support - FA need to support the type, otherwise there could be problems for example in profit calculations.

Go to the Preferences section / Transactions / Transaction types, click “Add transaction type“.

Read the screen description in the Preference - Transactions section of FA Back reference.