Money in and Money out separate bank activity by movement direction. They help review deposits or payments without requiring a category first. Direction alone does not establish whether an item is revenue, an expense, a transfer, or another accounting event.
- Open bank activity and choose the source account if the review concerns one account.
- Select Money in or Money out under Money movement, where that control is available.
- Review the transaction details and business purpose before selecting an accounting category.
Direction is not the final treatment
An incoming amount can be a customer payment, a refund, or a movement from another company account. An outgoing amount can be a purchase, a refund to a customer, or a transfer. Use the supporting record to distinguish those cases.
Some views are already limited to a direction and therefore do not show the movement selector. Return to the broader bank activity view if you need both sides. Choose All activity to remove this filter. When a transfer appears incomplete, inspect each involved account and direction separately; the other side may sit outside your current account or date selection.
Was this article helpful?
Tell us whether this answered the question you came with.