Speed up your transactions | Income/Expense accounting

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In the Transactions table, to speed up data entry, you can use several automation functions.

Keyboard shortcuts

Keyboard shortcuts let you perform actions instantly, without opening menus or using the mouse.
They are a great way to save time and make your work smoother.

With keyboard shortcuts you can, for example:

  • Copy and paste data.
  • Quickly move between cells, columns, and tables.
  • Insert the current date with one keystroke.
  • Apply formatting such as bold text.
  • and much more.

Data entry with auto-completion

In the Transactions table, when you start typing in the Description column, the program suggests a list of previously entered transactions with the same text at the bottom of the window. If you want to reuse a previous transaction:

  • Type the first letters of the description.
  • Press F6.
  • The transaction is automatically recalled: you just need to adjust the amount (if different) or any other necessary details.

This trick is very useful for repetitive operations, because it saves you from retyping everything each time.

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Recurring transactions

In the Recurring transactions table you can save operations that are repeated during the year and reuse them when needed in the Transactions table.

More information can be found on the page:

recurring transactions

Importing bank transactions

You can download your bank, credit card, or other account statements, as long as they are in a format compatible with Banana Accounting (csv, ISO 20022, ...), and import all the transactions into the Transactions table. This saves a lot of time and avoids errors. 

More information about importing is available on the page:

Setting Rules in automatic import

Even with Income and Expense accounting, you can take advantage of the advanced Rules function to further automate your work.

With Import Rules you can automate the recording of repetitive transactions. For each imported transaction that you expect to recur, you can create a Rule, assigning not only the counterpart account (that is, the reason for the expense or income), but also other details such as cost center, VAT code, row color, and so on. This way, in subsequent imports, the program will automatically apply the Rule to the corresponding transactions, importing them already complete with all the information you have defined.

More information is available on the page:

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