How do I view transactions?

The “All Transactions” page records every transaction collected from the bank accounts and financial accounts connected to Formations. It also includes transactions from uploaded documents, ensuring that all financial activity is accounted for in one place. This is where the bookkeeping magic happens!

You can view transactions by accessing "All Transactions" from the side-bar menu, under Accounting.

• Your transactions are categorized into three views:
  • Expenses
  • Income
  • Shareholder Distributions
• Click the corresponding button to switch between views and review the list you need.