User Guide » Categories » Working with Personal transactions

Working with Personal transactions

If you are registered as a Sole Trader, you will be able to categorise transactions as Personal.

This means they will not count towards your Profit and Loss, Money In or Money Out.

They will also be greyed-out in the transactions view, to show that they do not count towards your business finances.

How to categorise a transaction as Personal

  1. Open the transactions view, to see all transactions
  2. Select the transaction to be categorised, and edit it
  3. In the category type, change it to Personal > Non-business related
  4. Save the transaction

Your transaction will now be greyed-out and not count towards any of your business financial calculations