We have now introduced the ability to manually add income/ outgoings that aren't recorded in-app. We have tried to make the functionality of manual adjustments as flexible as possible so that you can use it for different cases. For example, you can:

  • Track your home working allowances

  • Track part of a transaction that was for personal and business use

  • Record fees that do not appear in your bank transactions, e.g. Paypal fees

  • Include cash transactions in your records

How do I manually record a transaction?

Simply head to your Transactions tab, select the "+" symbol and let the app guide you through each screen:

Don't worry as you're able to re-categorize or delete a manual payment at any point.

If you wanted to understand more about how your categories and payments affect your tax return, I've linked our help center article here with more information.

It is much more efficient for you and your business to connect your external accounts and have your data automatically update, nevertheless we understand that this isn't always possible and hopefully the above will help keep your tax estimate and reports as accurate as possible.

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