Coconut

Guidance on how to keep your bookkeeping accurate

Doing Your Bookkeeping

Tracking your expenses with categories in-app

How to Categorise My Transactions

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

How to Categorise Transactions in Bulk

Which category to use when you've been refunded for a business expense

How to Categorise Refunds

Which categories to use for transactions that are loans or loan repayments if you're a sole trader

How to Categorise Loans & Loan Repayments

How should tax-related transfers be categorised within Coconut?

Using 'Paying in' and 'Transfers' categories

What are the 'Paying in' and 'Transfers' categories in Coconut, and how are they applied?

Landlord specific categories added to assist recording of property related transactions

Property Categories

Categorising Transactions

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

How to Search for a Transaction

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

How to Manually Record Transactions

Learn how to properly record your cash expense transactions in Coconut

Recording Cash Expenses

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

How to Split a Transaction

A monthly overview of your income, expenses and profit

How the Monthly Overview Works

Add CIS deduction to a relevant transation

How to Add a CIS Deduction to a Transaction

If you receive property income through a letting agent, this will help you account for their fee correctly.

Managing Letting Agent Fees Deducted from Rental Income

Recording Reimbursements in Coconut

Learn how to create manual adjustments for expenses that may have occurred before you started trading or before your business incorporation.

Managing Pre-trading or Pre-incorporation Expenses

Why is my transaction marked 'transaction locked'

In this article we will show you how to bulk hide transactions before or on and after a specific date

Hiding bank transactions (before and after)

Managing Your Transactions

Learn how to use Income Streams in the app to track different streams of property and business income

How to Support Multiple Businesses and Properties in Coconut

Understand how to identify your business for HMRC and reporting

Selecting the Right Business Type With Income Streams

Managing Income Streams

You can attach receipts to your transactions in-app

How to Attach Receipts to My Transactions

How to export your reports, transactions and a list of sent invoices

Exporting Your Data

Saving and storing receipts for future transactions and/or later use

How to Save a Receipt for Later (iOS+Web only)

Receipts, Attachments & Exports

If you're considering capitalising large purchases and running depreciation

Purchasing Assets

Some suggestions of apps to help you track your mileage

Tracking Mileage

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

Cash vs. Accruals Basis

If you are an accountant wanting to remove a client, please refer to this article.

How do I remove a client from my list?

Accounting Questions

Head into your business profile to enable VAT on your account

How to Get Started With VAT

Head into your transaction and follow the prompts to record VAT

Applying VAT to a Transaction

Choosing between the Standard or Flat rate schemes, and the impact on reports

Standard vs Flat Rate VAT Schemes

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

Doing a VAT Return

You will need to keep a record of your VAT receipts

Saving Receipts When I Claim VAT

Managing VAT

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

Running My Payroll

Limited Company Bookkeeping

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