Skip to content

How do I add, categorise, edit and delete transactions for my self-employment?

Open Transactions and select New. Enter the account, date, description and amount, set the type to Income or Expense, choose a category for a cost, and save. The pencil icon edits a transaction and the bin icon deletes one.

Where to find it in EasyTaxer: Money → Transactions

A still from the video: a dark green title slide labelled MTD for Income Tax, How to, listing three numbered steps, Add income, Pick a category, and Edit or delete, with the EasyTaxer logo in the corner, under the title Add and categorise transactions.

Video coming soon

The video for this page is coming soon. The steps below describe everything it will show, in the same order.

Before you start

  • The business shown at the top of the screen is the one the transactions are recorded for.

Step by step

  1. Open Transactions from the menu. Check the business shown at the top of the screen: transactions are recorded for that business.
  2. Select New. Choose the account, enter the date, a description and the amount.
  3. For money you were paid, set Transaction Type to Income and select Save.
  4. For a business cost, set Transaction Type to Expense and choose a Category. The category decides which HMRC expense heading the cost is reported under.
  5. If a cost is partly personal, enter the Business use %. Only the business share is claimed as an allowable expense.
  6. To change a transaction, select the pencil icon on its row, correct it and select Save.
  7. To remove a transaction, select the bin icon on its row and confirm Delete. Only transactions you entered yourself can be deleted.
  8. Your quarterly update for the period is built from these transactions.

Steps: the text version of this video

  1. Transactions

    Everything your business earns and spends goes into Transactions, for the business shown at the top of the screen. Your quarterly updates are built from these.

  2. Add income

    Select New. Choose the account, the date, a description and the amount. For money you were paid, set the type to Income, then save.

  3. Add a cost and its category

    For a business cost, set the type to Expense and choose a category. The category decides which of HMRC's expense headings the cost is reported under.

  4. Partly personal costs

    If a cost is partly personal, like a mobile phone, set the business use percentage. Only the business share is claimed as an allowable expense.

  5. Edit a transaction

    To change a transaction, select the pencil icon, correct it, and save.

  6. Delete a duplicate

    Entered something twice? Select the bin icon and confirm. Only transactions you entered yourself can be deleted.

  7. Ready for your update

    That's it. When the quarter ends, these transactions become the figures in your quarterly update.

What happens next

  • When the quarter ends, these transactions become the figures in your quarterly update.

Related

Checked against EasyTaxer on 26 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.