Transactions: browse, search and categorise bank lines
Core · Browse & categorise
Every bank line for the year sits here with a category, and that category determines how the line is treated in your reports, VAT and tax. Find, correct and approve in a few clicks, whether it is one line or hundreds.
What you can do
- Search, filter, or arrange lines under each category or month
- Change a category from a drop-down, or accept a suggested one with a click
- Select several lines and apply one category to all of them
- Let Statemint AI re-check a stretch of dates, then keep only the changes that make sense
- Move lines to a director's loan category and have them added to the director's account automatically
- Record a foreign card purchase at the pounds your bank charged, with HMRC's monthly rate as a guide
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Transactions is part of your plan. See pricing.
Related features
Upload StatementAI bank importCategoriesManage categoriesReportsP&L & financial reportsVAT ReturnsCalculations & filingBalance SheetAssets, liabilities & equityDirector's AccountDLA & S455 tracking
More Core features · All features