This article will walk you through how to code your transactions within the account register.
1. How do I code manually entered transactions?
2. How do I code transactions I synced in or imported using the CSV tool?
Before you start coding transactions, you can learn more about the different type of deposit and payment transaction types by visit this link to learn more.
1. Using the navigation menu on the left of your screen, open the Accounting menu and then select Account Register.
2. Select the proper account and then click on Add New and select either Add New Transfer, Deposit, or Payment. Add New Payment will be demonstrated.
3. Select a Contact from the drop-down menu or you can add a new one by typing it and clicking on the Add New bar. You can Add with no details, Use without creating a contact, or Add Details now. I am going to select Add with no details.
4. Entering the Total amount will automatically populate the Amount column in the account line of the Payment Transaction Details screen. Click on the Account column in the transaction row. You can select from the drop-down list or add a new account. If you choose to add a new account, click on the Add New bar and fill-in the information on the screen shown in the bottom right screenshot. To return the Payment Transaction Details screen click Cancel or Save & Close.
If you click on Add Row the remainder of the balance will automatically be entered in the new row's amount column. When you are finished adding the details, click on the Save button at the bottom right of your screen.
5. You can also allocate expenses to multiple crop years for crops and equipment. Click the Cost Allocation drop down box next to No Allocation. Then select Zones or Equipment. I will be demonstrating allocation to Zones.
6. I have selected Zones as an example. Take note of the Grower, Crop Year, and Harvest Product. You can change these selections by clicking into each box.
7. I have selected the 2025 Crop year with Corn Grain as my Harvest Product to easily narrow down the desired fields. Here I can check which field to allocate this cost to and hit apply.
To find further information on allocating expenses to multiple years for crops and equipment, visit our knowledge base center.
How do I code transactions I synced in from Plaid, or imported using the CSV tool?
1. If you have already synced in transactions using Plaid or the CSV Import tool, take note of the orange exclamation mark. Transactions showing the exclamation mark require coding.
2. Since these transactions are already listed in the register you will follow steps 3 - 7 as seen above.
If you have any questions about coding transactions in Traction, please reach out to our Customer Success team by calling 888-466-6080 or by emailing Success@tractionag.com.