how to create a transaction that is not linked to an account?

...I am self-employed and I am using simplifi to keep track of my income and expenses for tax purposes.

Sometimes I need to enter transactions involving amounts that are not really connected to a particular account...like entering per diems as an expense, or tracking expenses made in other places. But it makes me choose an account anywayy.

Is there a way to create a transaction that is not linked to an account?

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Best Answers

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    Answer ✓

    This software isn't optimized for business purposes (i.e. self-employment). They were working on a business version, but I imagine that will be a separate subscription (probably more $$) and dataset. As far as i know everything needs to be tied to an account, but you can create a manual account to store these types of transactions (doesn't have to be a 'real' account).


    Rob Wilkens

  • Coach Kristina
    Coach Kristina Moderator admin
    Answer ✓

    Hello @Annie Finch,

    If you decide to create manual accounts to track those transactions, as @RobWilk suggested, you may find these links useful:

    Add Accounts (including manual accounts)

    How to track cash transactions

    Managing Tranactions

    I hope this helps!

    -Coach Kristina

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