Transactions are the individual money movements you record in Paperlink — money coming in, money going out, and money moving between your own accounts. Every transaction is linked to a financial account, assigned a category, and optionally dated and described. Over time, your transactions feed the dashboard analytics that show you exactly where your money is going.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.
Transaction types
Paperlink has three transaction types: INCOME — money received. Use this for client payments, freelance earnings, investment returns, and any other money entering an account. EXPENSE — money spent. Use this for bills, subscriptions, payroll, purchases, and any outgoing payment. TRANSFER — money moved between two of your own accounts. No money enters or leaves your finances; it just shifts from one account to another. For example, moving profit from a company account to your personal bank account.Record a transaction manually
Open accounting
Go to the Accounting section from the main navigation. You can also access it from the relevant financial account’s transaction list.
Fill in the details
Complete the form fields:
- Account - the financial account the transaction belongs to
- Amount - the transaction amount in the account’s currency
- Category - the income or expense category that describes this transaction
- Date - when the transaction occurred
- Description - an optional note or memo
Invoice payments as income
When you record a payment against an invoice in Paperlink, the payment is automatically created as an INCOME transaction on the financial account you select. You do not need to record it separately in accounting. Paperlink updates the invoice’spaidAmount each time you add a payment. The invoice payment status moves through three stages:
| Status | When it applies |
|---|---|
| UNPAID | No payments recorded yet |
| PARTIAL | Some payment recorded, but less than the invoice total |
| PAID | Payments equal or exceed the invoice total |
Transfers between accounts
When you record a TRANSFER, Paperlink creates two linked transaction records: one debit on the source account and one credit on the destination account. This keeps both account balances accurate without double-counting. Cross-user transfers — you can transfer between a company account and a personal account. The company side appears in team accounting, and the personal side appears in your personal accounting view. Multi-currency transfers — if the source and destination accounts use different currencies, the transfer form asks for two additional values:- Exchange rate — how much one unit of the source currency is worth in the destination currency
- Target amount — the actual amount that arrives in the destination account
To make your personal accounts available as transfer destinations in team accounting, enable Share with teams on each personal account you want to use.
Filter transactions
The transaction list supports filtering to help you find specific records:- Date range — narrow results to a specific period
- Account — show transactions for one account or all accounts
- Type — filter by Income, Expense, or Transfer
- Category — show transactions in a specific category or category tree
- Search — match transactions by description text
Dashboard analytics
The Accounting dashboard gives you a visual summary of your financial activity. It refreshes based on the date range and account filters you select.KPI cards
At the top of the dashboard, four cards compare the current period to the previous period of equal length:| Card | What it shows |
|---|---|
| Income | Total income received in the period |
| Expenses | Total expenses in the period |
| Net | Income minus expenses |
| Count | Number of transactions recorded |
Time-series chart
Below the KPI cards, a chart plots your income and expenses over time within the selected period. Use this to identify seasonal patterns, months with unusually high spending, or periods where revenue spiked.Category donut chart
A donut chart breaks down your spending (or income) by category, showing you which categories account for the largest share of your total. Hover over a segment to see the exact amount and percentage.The dashboard analytics reflect the account and date range filters you have active. Switching to a specific account or narrowing the date range updates all three visualizations simultaneously.
Related pages
Set Up Financial Accounts
Create the bank, cash, and other accounts transactions are recorded against
Organize with Categories
Set up the income and expense categories you assign to transactions
Create an Invoice
Send invoices and record payments that flow into accounting automatically
Invoice Statuses
Understand how payment recording changes invoice status from unpaid to paid