Working With Transactions

Creating New Transactions

From the account view it's quick an easy to create new transactions. Press the Tab key or click on any cell to move from one column to another.

  1. Click on the Create a new transaction button.
    Add New Transaction

  2. Add a description for your transaction.
    Add a Description

  3. Enter the amount for your transaction.
    Enter Amount

  4. Add tags to your transaction. When you are done editing, click outside the tag editing box to dismiss.
    Add Tags
    Transaction Complete

Creating Transfers

In order to create a transfer in Koku, you will need to have more than one account set up.

  1. Click on the Create a new transfer button.
    Add New Transfer

  2. Enter an amount for your transfer. Select whether you wish to transfer to or from another account, then select the account. When you are done editing, click OK to create the transfer.
    Edit Transfer

  3. Enter a description for your transfer.
    Edit Transfer

  4. Your transfer is now created. Note that there is now a count of 1 next to the Checking account, to indicate the new transfer from that account.
    Transfer Created

  5. Click on the transfer indicator to see the other end of any transfer.
    Transfer Indicator

Deleting Transactions

  1. Select the transaction you wish to delete then click the Delete Transaction button to remove the transaction.
    Delete Transaction

Working with Tags

  1. To add or remove tags from a transaction, double click on the transaction to enter editing mode. Next click on add tags... to show the tag editing window. Enter Tag Editing Mode

  2. In the tag editing window, you will see a list of Popular tags. Scrolling down will reveal a Remaining tags category which lists all remaining tags that can be added. To add a tag from the list, click the green Add button to the right of the tag name. Remaining Tags List

  3. To add a new tag that is not already listed in your Popular or Remaining tags lists, start typing a description for the tag. Note that as you type, Koku will provide auto-completion suggestions for other tags you have used. You may select one of these tags from the drop down, or continue typing and press Enter to create a new tag.
    Auto Complete Tag

  4. To remove a tag, simply click on the red Delete button to the left of the tag. Remove Tag

Quick Search

Searching for a specific transaction is fast and efficient. Simply enter a keyword or tag name in the search box and watch as Koku automatically filters your results to just what you're looking for. Click the _X_ button to clear your search when you're done.
Search

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