Add a category to your Draft transactions to save them as Completed. Categories help you mark your business income and expenses for tax reporting.

Learn about Self Assessment tax categories.

Before you begin

You can add categories at several stages of processing:

• 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 dropdown 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.