Not all business income or expenses are processed automatically through your linked bank account. If you need to record cash payments or transactions that didn’t run through a connected account, you can manually create so‑called external transactions in the smarta Web-App.
We’ll guide you step by step on how to create, save, or delete an external transaction—and what happens if you first store it as a draft.
What is an external transaction?
An external transaction is an income or expense that hasn’t been handled via your bank account—e.g., cash payments, personal outlays, or PayPal transactions if that account isn’t linked to smarta.
You can record these transactions manually in the smarta Web-App.
You’ll find the “External Transaction” button in the Accounting view at the top right.
Where can I find my external transactions?
Once you save an external transaction, it appears in your bookkeeping.
To display only these entries, open the “External Transactions” tab.
What does “To do – External Transaction” mean?
Drafts & To‑dos
If you create a new external transaction but don’t click “Save,” it isn’t posted.
Instead, it shows up under “To do” with the tag “External Transaction.”
To clear this to‑do, you must either save or delete the transaction.
Saving a transaction
Click the open transaction under “To do.”
The detail view opens.
Complete all mandatory fields:
Name
Date
Amount
Income or Expense
Click “Save.”
Note: The bookkeeping category is optional; our team reviews and categorizes your entry during regular accounting.
Deleting a transaction
Open the transaction.
Click “Delete transaction” at the bottom right.
A confirmation window appears.
Click “Confirm” to remove the draft permanently.
Deletion after verification
You can delete your external transactions yourself until our team has reviewed and verified them. After verification, deletion is no longer possible.
Important: Only you can delete the external transactions you created; the smarta team cannot do this for you.
If you still need to remove a verified transaction, please contact us. We can reset the verification so you can delete it yourself.
Do you need support?
For our clients:
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Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.