In order to save your transactions to Completed transactions, you must add a category.

Learn about Self Assessment tax categories >

Before you begin

• When creating a new manual transaction (Money in or Money out)
• Processing an imported bank feed transaction
• While editing a draft transaction

Add a category

1. Select the drop-down under Category.
2. Scroll through the list of categories and select the category that matches your transaction type. 
3. Select Save. 
   

You have successfully added a category. The saved transaction will appear in the Completed transactions screen.

 TIP: You can toggle Show descriptions if you want to see the categories without descriptions.

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