Do you want to know how to record your transactions in Finplan?

Learn step by step how to register income, expenses, and transfers in a simple and practical way to keep your financial organization up to date.

In this article, we explain in detail how to enter your transactions in the platform.

Types of transactions

Before learning how to record income, expenses, and transfers in Finplan, it is important to understand what you can register on the platform:

Income: amounts received from work, services, or sales.
Expenses: financial outflows related to purchases, payments, or obligations.
Transfers: movements of money between balances of accounts that belong to you.

You can record transactions in any currency, as long as the account used was created with the correct currency.

How to record an income in Finplan

To record an income:

Tap the main ➕ button to open the command menu.
Select Income.
Set the transaction date.
Indicate whether the transaction is already paid (completed) or still pending.
Choose the account where the income will be recorded (it must be previously created).
Enter the income amount.
Add a description to identify the transaction (for example: “Salary from Company X”).
Select the responsible person for the income (you or another person).
Choose the category that will be applied to this income (this helps with reports and analysis).
Define the type of entry: whether it is a one-time entry (1x), installment-based, or recurring.
Review the information and tap Add income to finish.

How to record an expense in Finplan

To record an expense:

Tap the main ➕ button to open the command menu.
Select Expenses.
Set the transaction date.
Indicate whether the expense is already paid or pending.
Choose the account from which the amount will be deducted (it must be previously created).
Enter the expense amount.
Add a description (for example: “Dinner at Restaurant X”).
Select the responsible person for the expense.
Choose the category that will be applied (this helps with reporting).
Define the type of entry: one-time, installment-based, or recurring.
Review all the information and tap Add expense to finish.

How to record a transfer in Finplan

To record a transfer:

Open the main menu by tapping ➕.
Select Transfers.
Set the transfer date.
Indicate whether the transfer has already been completed or is still pending.
Select the source account name (the account the money will be taken from).
Enter the transfer amount in the source account.
Select the destination account name (the account that will receive the money).
Enter the transfer amount in the destination account.
Add a description to identify the transfer (for example: “Withdrawal from Bank X to my wallet”).
Select the responsible person for the transfer.
Define the type of entry: one-time or recurring.
Review the summary and tap Add transfer to finish.

Recording transactions in different currencies

Finplan allows you to record transactions in any currency, as long as the target account is configured with the correct currency.

For example, if your account is set in Euro (EUR), you should record income and expenses in that same currency instead of your local currency.

Need help?

If you still have questions or find any step confusing, you can contact Finplan support through the channels available at the end of the Help Center.

The team will guide you through the process step by step.

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