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Categorising your transactions

Why do I have to categorise my account transfers? 

Categorising transfers made from your company account makes it even quicker and easier to submit the data for your annual company accounts. 

    How do I categorise my transactions?

    You need to click on 'Select category' and select from the standard categories available or choose 'Other' which allows you to leave additional information. We recommend doing this regularly to make sure you are fully prepared to submit your annual filings.

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    Using a mobile device?

    If you're using a mobile, in order to categorise a transaction you will need to select the ' Screenshot 2024-02-02 at 15.43.09 ' icon to the left of the transaction. You should now be able to scroll through the options and choose your category.

    Screenshot 2024-02-02 at 15.47.30

    What happens if choose the wrong category?

    If you need to change a category, you can easily do that by selecting the category assigned to the transaction. Once you do that, you'll be able to change it to a different one if needed.