Record income and expenses

Watch a video tutorial:

Draft transactions overview

This is where you’ll create transactions and add categories to income and expense transactions. The tax categories are part of your digital record for Self Assessment.

Completed transactions overview

Once you Categorise your transaction and save, it moves to Completed transactions. This is your list of transactions for which you've applied a category.

Add your transactions

You can create transactions in three ways:

• Import from a bank feed to automate transactions
• Auto create from receipts or invoices
• Manually create transactions