How to Manually Record Transactions

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

Updated over a week ago

You have the ability to manually add income/ outgoings that aren't recorded in-app via your open banking bank connection. 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

  • Record fees that do not appear in your bank transactions

  • 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-categorise or delete a manual payment at any point.
We recommend attaching receipts to your cash transactions so that you are able to provide evidence for the purchase when needed.

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 saving suggestion and reports as accurate as possible.

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