What Should I Do with the Transactions I Import?

When you import transactions into Gekko, new transactions are automatically labeled as "unlinked".
As long as a transaction remains unlinked, it won’t be included in your accounting.

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.
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 personal withdrawals.
These transactions will not be included in your accounting totals, 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 exceptional transaction".