Question asked by Charlotte Lemmer 1 month ago
I have successfully attached my bank feed but I am at a loss on how I am meant to explain items or how I am meant to load in my cshflows and make sure they make sense.
Can anyone guide me on where to start, or someone who can help me set up.
Many thanks
Great .. thank you so much for that guidance Tommy.. i will try those links .. thanks so much
Hi Charlotte,
Please see: How to explain income and expenses on an imported statement
We have a comprehensive library of resources to help you get the most out of your account. You can view all our guides here
To get started and understand how to use your account effectively, we highly recommend reading our overview guide on digital record keeping.
As you prepare for your tax obligations, the video on how to submit your MTD Income Tax Returns is an essential resource to familiarise yourself with.
In addition to these guides, we have a wide range of FAQs to complement your learning and provide quick answers to common questions.
Tommy
You must 