Expenses showing totally wrong on dashboard

Hi Gemma,

No problem and yes, if you select Travel, the transaction will be picked up in the Quarterly returns.

Tommy

Thank you. Yes all vehicle costs are recorded instead of mileage. So does this mean I can submit them quarterly if I change the category to travel? This is all so new I have no idea what I'm doing!

Hi Gemma,

No problem at all, and thank you for clarifying. Business proportion of car lease is allowable, but only if recording actual travel expenses rather than mileage rate. Here is the HMRC checker tool to help decide which is more beneficial https://www.gov.uk/simplified-expenses-checker

If you'd like to include this as an expense, you can select an Expense account such as Travel. For the entertaining clients transactions, you can amend this by heading to Dashboard > Scroll down to the Reports widget > Click on Entertainment > Then you can click the Document > Click Edit and amend the account to a different expense account code.

Tommy

Thank you for clarifying. Should I void the expenses related to the vehicles? I work with 2 assistants and we lease 2 vehicles so it is a big monthly expense. Can you give any further guidance on doing this at the end of the tax year? I put entertaining clients as it was the closest match to entertaining the children! Things like outings and groups. All my expenses are allowable but I realise some categories are wrong. How do I change this?

Hi Gemma,

The difference is due to several reasons:

1. Q1 will only include transactions from 6 Apr 2026 to 5 Jul 2026. Any expenses outside of this quarter will not be included.
2. You have transactions coded to motor vehicles which is not reported as an expense on the quarterly submission and instead will have to reported at the year end.
3. Transactions coded to Entertaining Clients is not allowable as an expense for tax purposes.

Tommy

I have just checked again and the figures still don't add up. I have gone through every single expense I recorded and the total should be £18,511.70. It still shows as around £10,000 and I don't understand why.

Hi Gemma,

Just a quick update. Our Developers have resolved the underlying issue. You should now be able to review the expenses and submit Q1.

We do apologise for the inconvenience!

Tommy

Hi Gemma,

I have escalated this with our Technical team who are currently investigating this.

I will keep you updated.

Tommy

You can create or rename your own categories if you deem them unsuitable