Create transactions

Learn about the different ways to create transactions using:

• Bank feeds
• Receipt capture and scan
• Manual creation

Record income and expenses

Draft transactions

Draft transactions is where you’ll create transactions and add categories to income and expense transactions. The tax categories are part of your digital record for Self Assessment.

Completed transactions

Once your transaction is categorised and saved, it will move to Completed transactions. This is your list of transactions for which you've applied a category.

Create your transactions

You can create transactions in 3 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 >