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Help guides

Guides, tips and tricks on all things MTDsorted and digital tax.

Transactions

What are the transaction categories?

This guide references features available on our paid plans. You can see more about our plans here.

We have a set of categories that you're able to use to link transactions together. These are: 

  • Bills
  • Charity
  • Dividends
  • Entertainment
  • Equipment
  • Finances
  • General
  • Insurance
  • Inventory
  • Marketing
  • Meals
  • Other income
  • Personal expenses
  • Refunds
  • Rent
  • Sales
  • Services
  • Software
  • Supplies
  • Tax
  • Transfers
  • Travel
  • Wages
  • Withdrawals

Any transaction that is not linked to a category will display as 'Uncategorised'. 

Posted 2 weeks ago