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Money in

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How to record money in transactions in Accounting Start.


Use Money In to record money coming into your bank account. Use this when you are not importing transactions from a bank feed or bank statement.


Record money in

  1. Select Banking, then open the correct bank account.
  2. Select New, then Money in.
  3. Enter the bank account, payment method, date, and total amount received.
  4. If required, enter a customer and a reference. Only select a customer when you are not going to send them a sales invoice.
  5. Enter the remaining details.
    • Change to a different category if required. Use this to categorise what the money is for
    • Choose the correct VAT Rate. The VAT calculates from the VAT rate you select
    • The Total defaults to the value you entered in Amount Received. Change this if you're entering more than one line
  6. If your receipt is for several items, enter these on separate lines.
    • The total for all lines must match the Amount Received before you can save
    • If you only know the gross value of an single item, tab to the Total and enter the gross amount. Tab again or press Enter. We update the Net and VAT amounts for you
  7. If you want to attach a file, select the Attachment button then choose upload files then browse to and double-click the file. Find out more about attachments.
  8. Select Save, or to add another receipt, select Add Another from the Save drop-down list. Then repeat the process.

 NOTE: If you can't find the ledger account you want to use, go to Settings > Business Settings > Chart of Accounts > Select the ledger account > Go to the Visibility section > Select the check box next to the area you want the ledger account to be found > Select Save.  

If this is a transaction you receive regularly, you can set it as a recurring receipt. Read about recurring receipts.


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