What Should I do with the Transactions in Gekko?

When you import transactions into Gekko, new transactions are automatically labeled as "Not Assigned".
As long as a transaction remains not assigned, it won’t be included in your bookkeeping. 

Make sure to assign all your transactions to keep your bookkeeping accurate.

Assigning Transactions

When you click on a transaction, a selection screen will appear. From there, you can assign the transaction to a cost or invoice, or mark as other / bulk.

Once assigned, the transaction will be included in your accounting, and you’ll see it reflected in your costs and invoices overview.

Special Categories for Transactions

You also have the option to assign transactions to special categories, such as Taxes or Private (withdrawals/transfers). 

By default, the type Business is selected for your transactions.

These transactions will be ignored in your bookkeeping, but assigning them still allows you to track them properly.

For more details on how to handle unusual situations, check out our article: "I have an special transaction".