# How do I record revenue or an expense?

> Add a movement to the financial year: label, date, category, customer or provider, amount, photo or PDF receipt, and whether it is a donation.

Source : https://www.caniclubconnect.com/en/docs/accounting/movements/
Mis à jour : 2026-10-09

Open the financial year, **Movements** tab, tap **Add a movement**, choose **Revenue** or **Spent**, fill in the label, date, category, customer or provider and amount, then tap **Save**. Validated memberships and shop sales are recorded automatically.

## Add a movement

1. In **Manage the club** > **Accounting**, tap **Current exercice** (or open a year from **Others exercices**).
2. In the **Movements** tab, tap **Add a movement**.
3. At the top of the **Movement** window, choose **Revenue** or **Spent**.
4. Fill in:
   - **Label**: for example "2026 federation licences" or "Training cones";
   - **Date**: it cannot be later than the end of the financial year;
   - **Category**: pick it from the list, or tap "+" to create one;
   - **Customer** (for revenue) or **Provider** (for an expense): pick it, or tap "+" to create it;
   - **Amount**, and the currency in the list on the right if it differs from the club's.
5. For a donation received, turn on **Is a donation**: see [How do I issue a tax receipt for a donation?](/en/docs/accounting/tax-receipts/)
6. Optional: under **Invoice or receipt**, tap **Take photo** to attach a photo or PDF of the supporting document.
7. Tap **Save**.

All fields except the receipt and the donation flag are required. The date must fall within one of the club's financial years: otherwise the movement is not saved and the app asks you to change the date or create the financial year first. If the date places the movement in another financial year, the app says so (**Change of exercise**) and offers **Stay on the current** or **Change exercise**.

## Read the list of movements

Each line shows an arrow (in or out), the label, the customer or provider and the category, the date and the signed amount. The **Receipt** badge marks an attached file, the **Donation** badge a donation. Movements are sorted newest first; the **Previous exercice** card at the bottom shows the opening balance.

## Edit, clone, attach a receipt

Tap a movement to reopen its **Movement** window:

- change the fields and tap **Save**;
- **Clone** creates a copy of the movement, without its receipt: handy for a monthly expense;
- under **Invoice or receipt**, **Change photo** replaces the file, **Download** saves it to your device, **Delete** removes it; for a PDF, **Open file** displays it.

> **NOTE**
A movement cannot be deleted from the app. To fix a mistake, correct the movement (amount, date, label) rather than creating a new one.

## Automatic movements

Some movements are created without any input, with their invoice attached:

| Event | Movement created |
|---|---|
| Membership validated by the club | Revenue "Membership" followed by the member's name, customer and category "Memberships", for the amount paid |
| Shop order paid | Revenue "Shop" followed by the order number, customer and category "Shop", for the order amount |
| Online payments paid out | Expense "CaniClub Connect" followed by the invoice number, provider and category "Canicompet", for the fees |

You can open and edit them like any other, for example to change their category. See [What are the fees for online payments?](/en/docs/shop/online-payments-and-fees/)

## Organise movements

Categories, customers and providers can also be managed from **Manage the club** > **Accounting**: see [How do I manage categories, customers and providers?](/en/docs/accounting/categories-customers-providers/). For the journal and balance sheet, see [How do I export the bookkeeping to Excel?](/en/docs/accounting/exports/).