Managing Transactions

Record cash flows, assign categories, calculate tax deductions, and attach receipts to transactions.

Income & Expense Management

Accurate ledger entries are the foundation of healthy financial reporting. Hisabox allows recording both revenue streams and business expenditures with granular metadata.

Recording a Transaction

Click the + New Transaction button to open the entry modal:

Add Transaction Modal with Tax and Category Selection
  • Title & Note: A descriptive title and optional internal memo for auditing.
  • Amount & Currency: Automatically reflects your configured currency (e.g. ৳ BDT).
  • Type: Select between Income (incoming funds) and Expense (outgoing costs).
  • Category: Assign a category to power analytical reports and budget limits.
  • Tax & Deductibility: Enter applicable VAT/Tax percentage and toggle Tax Deductible status for corporate filing.

Actions & Invoicing

Each transaction row provides instant actions: Edit details, Delete obsolete records, or generate an associated Invoice with a single click.