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Categorising transactions

Created on  | Last modified on 

Summary

How to assign tax categories to your transactions to save them as Completed in the Sage Sole Trader mobile app.

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: 

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.