{"id":153999,"date":"2026-10-28T13:23:39","date_gmt":"2026-10-28T13:23:39","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=153999"},"modified":"2026-10-28T13:28:14","modified_gmt":"2026-10-28T13:28:14","slug":"why-dont-the-create-income-or-create-expense-buttons-appear-on-the-treasury-page","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/why-dont-the-create-income-or-create-expense-buttons-appear-on-the-treasury-page\/","title":{"rendered":"Why don\u2019t the Create Income or Create Expense buttons appear on the treasury page?"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\" style=\"text-align: left;\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430; text-align: left;\">On the view page of a treasury or bank account in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/banks\/treasury\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Treasuries &amp; Bank Accounts<\/strong><\/a>, the <strong style=\"color: #111827;\">Create Income<\/strong> and <strong style=\"color: #111827;\">Create Expense<\/strong> buttons let you add an income or an expense to the treasury directly. If one or both buttons don&#8217;t appear, check the following causes:<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Cause<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Missing button<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The treasury or bank account status is <strong style=\"color: #111827;\">Inactive<\/strong>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Both buttons.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Edit the treasury, choose <strong style=\"color: #111827;\">Active<\/strong>, then save.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The user doesn&#8217;t have the <strong style=\"color: #111827;\">Add Income<\/strong> permission.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Create Income<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\" rowspan=\"2\">Ask the account owner to add the permission to your role from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The user doesn&#8217;t have the <strong style=\"color: #111827;\">Add Expense<\/strong> permission.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Create Expense<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430; text-align: left;\"><strong style=\"color: #111827;\">Note:<\/strong> When you click one of the buttons, the income or expense form opens with the current treasury already selected, and after saving you return to the treasury page.<\/p>\n<\/div>\n<\/div>\n","protected":false},"author":39,"template":"","categories":[2118,2120],"tags":[25906,25905,8205,26240,26239,26246,26242,26243,4394,26241,26245,26244],"class_list":["post-153999","faq","type-faq","status-publish","hentry","category-finance","category-treasuries-bank-accounts","tag-add-expense-permission-en","tag-add-income-permission-en","tag-bank-account","tag-create-expense-from-treasury","tag-create-income-from-treasury","tag-how-do-i-add-an-income-or-expense-to-a-treasury-directly","tag-inactive-treasury","tag-incomes-and-expenses","tag-treasuries-bank-accounts","tag-treasury-view-page","tag-why-doesnt-the-create-expense-button-appear","tag-why-doesnt-the-create-income-button-appear-in-the-treasury"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why don\u2019t the Create Income or Create Expense buttons appear on the treasury page? 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