# Record Transactions (https://docs.carlio.app/docs/transactions/record-a-transaction)

Add a payment received or a cost paid to the ledger



Recording a transaction adds one movement of money to the ledger.

## Requirements [#requirements]

The permission **Record Payments & Costs** is required. The **Record Transaction** button does not appear without it.

## Steps [#steps]

1. Open **[Transactions](https://carlio.app/dashboard/finance/transactions)** in the **Finance** group of the sidebar.
2. Select **Record Transaction**.
3. Select **Amount In** or **Amount Out** under **Direction**. The dialog opens on **Amount Out**.
4. Enter the **Amount**. Select a currency in the field when the money moved in a currency other than the dealership currency.
5. Select the **Category**. The list shows only the categories that belong to the chosen direction.
6. Select **More** to open the optional fields.
7. Set the **Date**. The default is today. A date in the future cannot be selected.
8. Select the **Method**: **Cash**, **Bank Transfer**, **Card** or **Other**. The default is **Bank Transfer**.
9. Enter a **Reference** for an invoice number or a bank reference. The limit is 120 characters.
10. Enter a **Note**. The limit is 500 characters.
11. Select **Record**.

![The Record Transaction dialog with Amount In selected, an amount of 1,250 and the category Sale Proceeds.](https://storage.carlio.app/public/docs/38d0ca85-e516-4442-92c9-61fc9323ab5b.webp)

The dashboard shows the toast **Amount in recorded** or **Amount out recorded**. The entry appears in the table.

## Link the entry to a car or a deal [#link-the-entry-to-a-car-or-a-deal]

The **Vehicle (Optional)** and **Deal (Optional)** fields appear under **More**. They appear only for categories that can attach to a car.

* A car link adds the entry to the profit figures of that car.
* A deal link also fills the **Customer** column with the customer of the deal.

Choosing an overhead category removes the car link when the entry is saved. The dialog shows a message when a car was already chosen.

## Record a payment from a deal [#record-a-payment-from-a-deal]

1. Open the deal and select the **Payments** tab.
2. Select **Record** in the **Payments** card.

The dialog opens on **Amount In** with the category **Deposit**. The currency defaults to the currency of the deal. The entry links to the deal and to the car of the deal.

## Notes [#notes]

* An amount must be greater than zero. Otherwise the dashboard shows **Enter An Amount.**
* A direction change resets the category to the first category of the new direction.
* Files can be attached while recording. See the guide on attaching files.