Categorising transactions
Description

To save your transactions to completed transactions, you must add a category.

To find out more, learn about self assessment tax categories

Watch our video: 

Cause
Resolution
  1. Go to the Transactions tab.
  2. Select Swipe to categorise.
  3. Review each transaction as it appears.
  4. Swipe left to keep as a draft, or Select a category.
  5. Once you've assigned a category, swipe right or select Complete to save the transaction.
Steps to duplicate
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