Reviewing transactions

Reviewing transactions is an essential part of bookkeeping. It helps to keep a check on business income and expenses. To help you prepare for tax time, categorize your business transactions using our predefined list of income and expense categories. Each category has a description of what it represents. 

You will find transactions that need review in the Review Transactions widget.

1. Select the Review now button - You'll be taken to a page of transactions that you need to review and assign as either a Business or Personal transaction. If you assign a transaction as Business, you can select an expense/income category from the category dropdown. 
2. Once you have reviewed the information on the transaction select the Confirm button. This will add transactions to your transaction table on the transaction page
3. Reviewed Transactions will appear either under Business or Personal on the transaction page.