# Create an income or expense from a transaction

_Skileo Accounting › Bank · Who can do this: Business owner, Member_

For a bank line with no document in Skileo, click Add new record in Finances, choose the category and contact, enter the document number and save. The new record is paid.

## Create the record

1. Open “Bank” in the menu of “Accounting”, then “Transactions”.
2. Click the actions button (**⋮**) of an unmatched line, then “Add new record in Finances”. The window “Add finance record from transaction” opens, with the bank line on top.
3. If you have the invoice as a PDF, add it in “Attached invoice document”. With “Automatically populate data from the uploaded invoice file” on, Skileo reads it and fills in the form.
4. Check or fill in:
   - “Category”;
   - “Customer” for money in, or “Supplier” for money out. Click the plus button to add a new contact;
   - “Document number”;
   - “VAT (%)”, your company's rate unless you change it.
5. Click “Save”, or “Save and Edit” to open the new record and complete it.

## What Skileo records

- Money in: an income. Money out: an expense. It shows in “Finances” with your other records.
- The total is the line's amount, split into net and VAT at the rate you chose. The date and the currency are the line's.
- The record is paid in full by one bank payment, matched to the line. The line is now “Matched”.

## The PDF

- One PDF of 5 MB at most.
- Skileo reads it with AI. If it can't read it, a message tells you so and the form stays as it was.
- After reading, switch “Use uploaded invoice data” off to go back to what you had typed, and on again to use the PDF's data.
- Click “Remove” to take the file off.


## Common questions

### The invoice is already in Skileo. Should I use this?

No. Match the line to it instead, so that it isn't counted twice. See [Match a transaction to an invoice or expense](https://www.skileo.com/help/en/match-a-transaction-to-an-invoice).

### What if I undo the match?

The record stays, but becomes unpaid. Delete it yourself if you don't need it. See [Undo a match or delete a transaction](https://www.skileo.com/help/en/reset-or-delete-a-transaction).

### Can I add the record without a bank line?

Yes. See [Add an income](https://www.skileo.com/help/en/add-an-income) and [Add a purchase invoice](https://www.skileo.com/help/en/add-a-purchase-invoice).

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https://www.skileo.com/help/en/create-a-record-from-a-transaction · Updated: 2026-11-08