Transactions

The Transactions tab in creavio gives you a complete picture of every dollar flowing in and out of your business. Whether it's a client payment, a gear purchase, or a subscription fee, everything lives here.

Viewing Your Transactions

Navigate to Money > Transactions to see your full transaction history. By default, transactions are sorted by date with the most recent first. Use the filters at the top to narrow by:

Date range — view a specific week, month, or custom period
Type — income, expense, or transfer
Category — gear, travel, software, client payments, and more
Status — cleared, pending, or reconciled

Adding a Transaction Manually

Click + New Transaction and fill in the details:

Select Income or Expense
Enter the amount and date
Choose a category (or create a custom one)
Add a description or attach a receipt photo
Link it to a specific client or project if applicable

Automatic Transactions

If you've connected a bank account via Plaid, transactions import automatically. creavio will suggest categories based on past behavior — just confirm or adjust.

Splitting Transactions

Need to split a single charge across categories? Click on any transaction, select Split, and allocate portions to different categories. This is especially useful for mixed-use purchases like a laptop used for both personal and business work.

Tips for Clean Books

Categorize transactions weekly to avoid a backlog
Attach receipts immediately — creavio stores them securely
Use the search bar to find any transaction by description, amount, or client name