These are treated differently from normal income or expenses. Once you categorise them, they are removed from the main feed, but you can still find them using filters. Transactions tagged as Other types of transactions are not added as income or expenses, and therefore will not be included in any of the Rounded reports.
To categorise
Single transaction: hover the transaction, choose Others, then pick the right category.
Multiple transactions: tick the checkboxes, then use the bulk action menu to categorise them all at once.
To view or export
To view: Use the filter at the top of the Bank Feeds page to show a specific type.
To download: With a filter active, click the download icon to export just those transactions as a CSV.
Disclaimer: It’s best to check with your accountant on the right way to handle these for your business.
NOTES:
For more information how to retrieve transactions tagged as non business/owner drawings/account transfers/tax payments, click HERE.
For more information on adding income via bank feeds, click HERE.
For more information on adding expenses via bank feeds, click HERE.
For more information on adding income on the Income page, click HERE.
For more information on adding expenses on the Expense page, click HERE.
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