Learn about the different ways to create transactions using:

• Bank feeds
• Receipt capture and scan
• Manual creation

Draft transactions

'Drafts' is where you’ll create transactions and add categories to them. The tax categories are part of your digital record for Self Assessment.

Completed transactions

Transactions move to the 'Completed' section, once they're categorised and saved. This is your list of transactions for which you've applied a category.

Create your transactions

You can create transactions in three ways:

• Import from a bank feed to automatically create transactions
• Automatically create transactions using receipt scan and capture
• Manually create transactions for income, expense, transfer or deposit, refunds