Doing your bookkeeping

Guidance on how to keep your bookkeeping accurate

18 articles in this collection
Written by Adam Goodall, Eva, Steff and 1 other

Categorising Transactions

How to categorise my transactions

Tracking your expenses with categories in-app

Written by Steff
Updated over a week ago

How to Categorise Transactions in Bulk

Categorise all similar transactions in bulk without the need to scroll your entire list of transactions

Written by Eva
Updated over a week ago

Managing your Transactions

How to Search for a Transaction

Search to check to see if a client has paid you or if you've paid an invoice to a supplier

Written by Eva
Updated over a week ago

How to add a CIS deduction to a transaction

Add CIS deduction to a relevant transation

Written by Aaron Beardmore
Updated this week

How to Split a Transaction

Split an expense that is both Business and Personal to keep your allowable expenses up to date and accurate

Written by Eva
Updated over a week ago

How the Monthly Overview Works

A monthly overview of your income, expenses and profit

Written by Eva
Updated over a week ago

Adding Manual Adjustments

How to manually record transactions

Keeping track of income and outgoings that aren't yet recorded in your Coconut app

Written by Steff
Updated over a week ago

Capturing Receipts

How to attach receipts to my transactions

You can attach receipts to your transactions in-app

Written by Steff
Updated over a week ago

How to save a receipt for later

Saving and storing receipts for future transactions/ later use

Written by Steff
Updated over a week ago

Accounting Questions

Purchasing assets

If you're considering capitalising large purchases and running depreciation

Written by Adam Goodall
Updated over a week ago

Tracking Mileage

Some suggestions of apps to help you track your mileage

Written by Adam Goodall
Updated over a week ago

Cash vs. Accruals Basis

Exploring the differences between recording income on a 'cash' or 'accrual' basis

Written by Steff
Updated over a week ago

Managing VAT

How to get started with VAT

Head into your business profile to enable VAT on your account

Written by Eva
Updated over a week ago

Adding VAT to invoices

More about how you add VAT to your invoices

Written by Eva
Updated over a week ago

Saving receipts when I claim VAT

You will need to keep a record of your VAT receipts

Written by Eva
Updated over a week ago

Applying VAT to a transaction

Head into your transaction and follow the prompts to record VAT

Written by Eva
Updated over a week ago

Doing a VAT Return

You can export your data and use bridging software to submit your VAT return

Written by Steff
Updated over a week ago

Limited Company Bookkeping

Running my payroll

If you have a Limited Company, you might need to run payroll

Written by Adam Goodall
Updated over a week ago