• Connecting Your Bank Account to COUNT

  Managing finances efficiently requires accurate and up-to-date data. COUNT makes this process seamless by allowing you to connect your bank account directly. This article will guide you through the steps of connecting your bank and importing your transaction history into COUNT. Benefits of Connecting Your Bank Account: Save Time: Eliminate manual data entry by automatically importing your transactions into COUNT. Improved Accuracy: Reduce the risk of errors by having your finanPopular

• Tracking Refunds in COUNT: Keeping Your Finances Organized

  Managing refunds is an essential part of any business. COUNT makes it easy to track refunds for your expenses, ensuring your financial records remain accurate and transparent. Understanding How Refunds Work in COUNT: Unlike refunds for income (sales), refunds for expenses require a specific approach in COUNT. Here's how to handle them: Navigate to Transactions: Head over to the Accounting>Transactions section from the side navigation bar. This is where you'll record all your financiPopular

• Creating a transaction (manually)

  Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly: Access Transactions: On the left-side menu, click on "Accounting" and then select "Transactions." Add Transaction: Once on the Transactions page, locate and click on the "Add Transaction" button located at the top right corner of the screen. Select Transaction Type: A dropdown menu will appear. From there, choose the appropriate transSome readers

• Adding & Importing Accounts in COUNT

  COUNT understands that every business has unique needs. While the initial setup creates a Chart of Accounts with common accounts based on your business type, you may need to add additional accounts for specific purposes. This article will guide you through the two methods for manually adding accounts in COUNT. Adding Individual Accounts: Navigate to the Accounts Section: Begin by clicking on "Accounting" from the left navigation bar. From there, select "Chart of Accounts." (https://Some readers

• Using the Reconcile Transaction Tool in COUNT: A Step-by-Step Guide

  The Reconcile Transaction modal in COUNT is a powerful tool designed to simplify transaction management, ensuring your financial records remain accurate and aligned with real-world activity. This guide provides an in-depth walkthrough of the modal’s features and various tabs and shows how to use them effectively. Accessing the Reconcile Transaction Modal Hover over any transaction row on the Transactions page. Click on the category field to open the Reconcile Transaction modal.Some readers

• Introduction to Debits & Credits

  Welcome to the world of accounting simplified with COUNT! We understand that diving into accounting concepts can feel overwhelming, especially when things may seem a bit different from managing your personal finances. But fear not! We're here to guide you through the basics, starting with debits and credits. When you're reviewing your reports in COUNT and things don't quite match your expectations, it's essential to understand the fundamental principles of debits and credits. Fortunately, COUNTFew readers

• Filter and sort your transactions

  In COUNT, we've streamlined the process of filtering and sorting your transactions, making it intuitive and efficient. Here's how you can easily manage your transactions: Filtering Transactions: Choose Account: Select the specific account you want to view transactions for. Choose Category: Filter transactions by a selected category for better organization. Select Date Range: View transactions within a specific timeframe. All Filters: Click the "All Filters" buttonFew readers

• Edit Transaction details

  In COUNT, managing and fine-tuning your transaction details is a breeze. Here's how you can effortlessly edit transaction details to ensure your financial records are accurate and up-to-date: Access Transaction Details: Simply click on any transaction within your account, and a transaction flyout will appear from the right, providing you with all the necessary details. Edit Transaction Details: Within the transaction flyout, locate and click on the "Edit" button to modify specificFew readers

• Creating a Transfer Transaction

  Navigating through your financial transactions has never been easier with COUNT! Follow these simple steps to create transactions seamlessly: Access Transactions: On the left-side menu, click on "Accounting" and then select "Transactions." Add Transaction: Once on the Transactions page, locate and click on the "Add Transaction" button located at the top right corner of the screen. Select Transaction Type: A dropdown menu will appear. From there, choose the "Transfer" optionFew readers

• What Are Journal Entries and How to Enter Them in COUNT

  Most transactions in a business occur when money changes hands or is expected to change hands. However, some business activities do not involve the immediate exchange of money. These are recorded as journal entries, also known as journal entries. Common Examples of Journal Entries: Recording Non-Cash Expenses: Such as depreciation. Making Period-End Adjustments: Adjusting for accrued expenses or income. Adjusting Account Balances: Correcting errors or reclassifying amountsFew readers

• How to Split a Transaction in COUNT

  Sometimes, a single transaction might cover multiple categories—like a business lunch and office supplies on the same receipt. COUNT makes it easy to split one transaction into multiple parts with different categories. Steps to Split a Transaction Go to the Transactions Tab From the left sidebar, click on Transactions. Select the Transaction You Want toFew readers

• How to Manually Import Transactions to Your Workspace

  If you haven’t connected your bank account yet — or just need to bring in multiple transactions at once — COUNT lets you easily import transactions in bulk using a CSV file. Steps to Import Transactions Open Transactions Go to Transactions from the left sidebar of your workspace. Click Add Transaction On the right side of the screen, click Add Transaction, then select Import Transactions from the dropdown. Guidelines for Preparing Your File Before you upload yourFew readers

• How to Undo Split Transactions in COUNT

  If you’ve split a transaction but need to reverse it, COUNT makes it simple to undo your splits and get your original transaction back. What Is a Parent Transaction? When you split a transaction, the original transaction becomes the parent transaction. It holds the total amount and has a split icon on it in the Transactions table—this lets you easily identify which one to edit. Steps to Undo a Split Transaction Open the Transactions Tab Go to Transactions from the lefFew readers

• How to Disconnect and Delete a Bank Account from Your COUNT Workspace

  If you no longer need a connected bank account in your workspace, you can either revoke its access or delete it entirely. COUNT gives you control over what happens next — whether you want to preserve existing data or fully remove it from your records. Steps to Delete a Bank Account Go to Settings From the left sidebar, click Settings, then navigate to the Connected Banks tab. Find Your Bank Account All connected bank accounts will be listed here. Locate the one you want toFew readers

• How to Recognize & Categorize Transfers in COUNT

  Not all money movements in your accounts are income or expenses. Some are just transfers between your own accounts—like moving funds from checking to savings or making a credit card payment from your main bank account. These should be categorized as transfer transactions in COUNT. What Counts as a Transfer? A transfer transaction is when money moves between two accounts you own—such as: Transferring funds between bank accounts Moving money between a business account and a creditFew readers