Selecting the right category for your transactions is the backbone of your business accounting. Making sure your items are sorted correctly helps you stay on top of your finances in three clear ways:
Understand your financial health: See exactly where your money goes so you can make smart business decisions.
Get an accurate tax bill: Ensure your records are compliant so you never overpay or underpay your tax.
Keep your reports accurate: Make sure your in-app financial summaries and tax estimates are always correct. đ
How the app helps you categorise
To save you time, the app automatically categorises your transactions the moment they happen.
Because automation cannot always be perfect, the app will occasionally highlight transactions that need your final approval. When this happens, follow these simple steps:
Open the Home tab and look out for any orange dots next to your transactions. đ
Tap the highlighted category badge directly to confirm or update it.
Alternatively, you can tap the transaction itself to open the details screen, then tap the highlighted category row to change it.
If you ever want to understand a specific category better, simply tap the info icon (âšī¸) next to it for a quick explanation.
You can also invite your accountant to review your transactions by giving them secure access to your account data. â