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Documentation Index

Fetch the complete documentation index at: https://developers.paperlink.online/llms.txt

Use this file to discover all available pages before exploring further.

Financial accounts are where Paperlink records your transactions. Every income, expense, and transfer you log is attached to an account — whether that is a checking account at your bank, a PayPal balance, a crypto wallet, or a petty cash register. Before you can record transactions, you need at least one account set up.

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Account types

Paperlink supports eight account types to match the real-world accounts you already use:
TypeUse for
BankChecking, savings, and other bank accounts
CashPhysical cash on hand
PayPalPayPal balance
E-WalletDigital wallets such as Apple Pay, Google Pay, or Venmo
CryptoCryptocurrency wallets
InvestmentBrokerage, retirement, and investment accounts
LoanMortgages, car loans, student loans, and credit lines
OtherAnything that does not fit the types above
Loan accounts display a repayment progress bar on the account card. The bar tracks how much of the original loan amount has been repaid. When the balance reaches zero, the card shows “Loan paid off!”

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Personal accounts vs. company accounts

Accounts in Paperlink fall into two ownership categories: Personal accounts are private to you. Other team members cannot see them in their own accounting view. You manage them under Settings > Accounting. Company accounts are linked to a team company and are visible to team members with Admin or Owner roles. You manage them under Settings > Team > Accounting, then select the company from the dropdown.
Paperlink creates two accounts for you automatically when you first sign in: a company bank account linked to your default company, and a personal cash account called “My Personal Account”. You can edit or delete either one.

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Create a personal account

1

Open accounting settings

Click Settings in the sidebar, then open the Accounting tab. The Financial Accounts section appears at the top of the page.
2

Add a new account

Click Add Account to open the account form.
3

Fill in the details

Enter the following information:
  • Account Name - a descriptive label up to 100 characters, such as “Chase Checking USD” or “Savings EUR”
  • Account Type - select the type that matches your real-world account
  • Currency - the currency this account holds. This cannot be changed after you save
  • Initial Balance - the balance at the point you start tracking. Defaults to 0. Use a negative value for loan or debt accounts
  • Include in Balance - leave this on to count the account in your total balance overview. Turn it off to track an account separately without affecting your total
  • Set as Default - turn on to make this the account pre-selected when you record a new transaction
4

Save the account

Click Save. The account appears on the Financial Accounts page immediately.
Adding an account in a new currency automatically adds that currency to your exchange rate list. You can then set auto or manual exchange rates under the Currencies tab.

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Create a company account

1

Open team accounting settings

Click Settings in the sidebar, open the Team section, then click the Accounting tab. Select the company you want to add an account for from the dropdown at the top.
2

Add a new account

Click Add Account.
3

Fill in the details

The form is the same as for personal accounts. The Company field is pre-filled with the company you selected. The currency defaults to that company’s base currency but you can change it.
4

Save the account

Click Save. The account is now available to all team members with accounting access.
You need the Admin or Owner role in the team to create and manage company financial accounts.

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Edit an account

Click any account card to open the edit form. You can update the name, type, toggle settings, and initial balance.
The initial balance field locks once the account has transactions recorded against it. This prevents balance calculation errors. The currency also cannot be changed after creation.

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Transfer between company and personal accounts

You can record transfer transactions between a company account and a personal account. This is the standard way to log withdrawals from a business account to your own bank account, or vice versa. To make your personal accounts available in team accounting for transfers, enable Share with teams in the personal account settings.

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Archive and delete accounts

To archive an account, open it and click Archive Account. Archived accounts remain visible in the list but are disabled for new transactions. Click Restore Account to reactivate it at any time. To delete an account, click Delete Account. You can only delete accounts that have no transactions linked to them.

Record and Track Transactions

Log income, expenses, and transfers against your financial accounts

Organize Transactions with Categories

Create and manage the income and expense categories you assign to transactions

Your Workspace

Learn about the accounts and categories Paperlink creates for you automatically

Create an Invoice

Record invoice payments directly to a financial account