Creating Your First Transaction

Welcome to Aura!

Adding your first transaction is the perfect way to start tracking your finances. Whether it's income from your job or an expense like groceries, Aura makes it simple to record and categorize every transaction.

Step 1: Navigate to Transactions

1. Log in to your Aura account
2. Click on the Transactions tab in the sidebar
3. You'll see your transaction dashboard with all your financial activity

Step 2: Click "Add Transaction"

Look for the green "Add Transaction" button in the top right corner of the page. Click it to open the transaction form.

Step 3: Choose Transaction Type

Select whether this is:

• Income - Money you receive (salary, freelance work, gifts)
• Expense - Money you spend (groceries, bills, entertainment)

Step 4: Fill in the Details

Required Information:

• Amount: Enter the transaction amount in your preferred currency
• Description: Give it a clear name (e.g., "Monthly Salary", "Grocery Shopping")
• Date: Select when the transaction occurred
• Category: Choose the appropriate category (or create a new one)

Optional Information:

• Notes: Add any additional context
• Add Items: If you want, you can add individual items to a transaction, the system will automatically sum the amounts
• Recurring: Set if this transaction repeats regularly

Step 5: Save Your Transaction

Click the "Save" button at the bottom of the form. Your transaction will immediately appear in your dashboard!

What's Next?

Now that you've added your first transaction, you can:

• View your spending by category
• Check your account balance
• Generate financial reports
• Set up budget goals

Pro Tip: Enable recurring transactions for bills that happen monthly. This saves you time and ensures you never miss recording a payment!

Need Help?

If you have any questions about transactions, check out our Transaction Categories Guide or contact our support team.