Using ‘Record Expenses’ from dashboard to add my annual mortgage interest payments has messed up the ClearBooks Bank account total

Hello,

I have used the ‘Manually Record Expenses’ button from the dashboard to add the annual mortgage interest payments I have made for our buy to let properties.

This is to ensure the mortgage interest is shown for our tax returns (I have 2 separate Clearbooks account to account for our but to let make tax digital requirements).

I thought I had cracked it with how to cover the mortgage interest entries, however it has messed up the ClearBooks books bank account total as these sums didn’t come out of my bank account so didn’t appear on the feed.

I have previous explained the mortgage transactions as mortgage capital (bit was too messy to try to split the bank transaction into interest and capital, then 50% of each of those amounts!) so I could sort the interest ahead of doing our tax returns.

Should I have selected ‘Leave Unpaid’ as the ‘Paid From’ entry on the drop down so it didn’t assign the transaction to the bank?

Will I need to delete and re-add the mortgage interest expense entries and select ‘leave unpaid’ or is there a way I can change them to ‘leave unpaid’ after they have been added?

Many thanks

Bev