You can manually add income, such as sales, deposits, or refunds.

If you’ve connected your bank account or you've imported a bank statement, your income transactions appear automatically in your Draft transactions list.

You only need to review and categorise them, you don’t need to create them manually.

1. Go to Individual.
2. From Transactions, select Draft to open the draft transactions page.
3. Select Add, then choose Transaction.
4. In the side panel, select Money in.
   
5. Choose the transaction type.
   • Income
   • Transfer or deposit
   • Refund
   • Auto create from receipts or invoices
      TIP: Use Auto create from receipts or invoices to scan and create transactions automatically. Only available in the paid plan.
6. Select Next, then enter the transaction Date, Source, Description, Amount, and Category.
    TIP: Choosing the right tax category for your transactions. 
7. You can also Split transactions, attach files, or add comments.
8. Select Save as Completed to finish now, or Save as Draft to review later.

You can still edit transactions once they're moved to Completed.

Did you know?

You can also add income faster using bank feeds.