> For the complete documentation index, see [llms.txt](https://help.immodio.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.immodio.app/en/anleitung/bankkonten/transaktionen-mit-einnahmen-und-ausgaben-verknupfen.md).

# Linking transactions to income and expenses

This page explains how you can link transactions to income and expenses in Immodio.

Bank transactions can be linked in Immodio to an **income or expense** that has already been recorded. This lets you assign the actual payment on the bank account unambiguously to an entry.

Linking is useful, for example, when you want to document a rent payment, a tradesperson's invoice or another income or expense you have already recorded together with the corresponding account movement. This keeps it traceable later on **which bank transaction belongs to which entry**.

{% hint style="info" %}
You can also assign **several bank transactions** to one entry. This is helpful, for example, when an amount was transferred **in several part payments**.
{% endhint %}

{% stepper %}
{% step %}

### Open the income or expense

Under [**Income and expenses**](/en/anleitung/einnahmen-und-ausgaben.md), open the entry you want to assign a bank transaction to, or create a new income or expense.
{% endstep %}

{% step %}

### Select the payment status "Bank"

In the **Type and status** area, select the payment status **"Bank"**.

The **"Linked payments"** area is then shown. The associated bank transactions can be stored here.

<figure><img src="https://152064692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMmjaQ7ApHsdO9GrxyEiQ%2Fuploads%2Fgit-blob-7e06f2251afd2e16e7b52ddd3b0e62c9639f4fe7%2Fimage%20(911).png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Link the payment

Click **"Link payment"**.

Then select the matching bank transaction. If needed, **several payments** can also be linked to the same income or expense.

Before selecting, check the **amount, booking date and payment reference** in particular, so that the right account movement is assigned.

<figure><img src="https://152064692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMmjaQ7ApHsdO9GrxyEiQ%2Fuploads%2Fgit-blob-28fa13bff5a2310dd88c9eeadbd2a36dc7532350%2Fimage%20(910).png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Save the entry

Save the income or expense. The selected bank transactions then remain linked to this entry and can be traced through it.

<figure><img src="https://152064692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMmjaQ7ApHsdO9GrxyEiQ%2Fuploads%2Fgit-blob-bd9d0dbe4f0e1723490d2acfb928f37eed30ef3d%2Fimage%20(912).png?alt=media" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Linking a bank transaction serves to assign the actual payment and does not replace checking the substance of the entry. Continue to check the **category, assignment, amount, period and, where applicable, the operating cost relevance** before you save the entry.
{% endhint %}

## Removing a link again

If a bank transaction has been assigned to the wrong entry by mistake, you can remove the link again at any time.

<figure><img src="https://152064692-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMmjaQ7ApHsdO9GrxyEiQ%2Fuploads%2Fgit-blob-bd9d0dbe4f0e1723490d2acfb928f37eed30ef3d%2Fimage%20(912).png?alt=media" alt=""><figcaption></figcaption></figure>

To do so, click **"Link payment"** again. All bank transactions already linked to the entry are shown there. Click the transaction concerned to undo the link.

Then save the entry again.

{% hint style="info" %}
Removing the link only undoes the connection between the bank transaction and the entry. The bank transaction itself and the entry both remain in Immodio.
{% endhint %}