Money in and out
How do I record income or an expense?
SoleBusinessPro
Quick answer
Choose the relevant Money In or Money Out action, enter the date, amount and description, choose the best category and attach any evidence. Review the entry before saving it so the dashboard totals and category insights stay accurate.
Step by step
- Choose Money In for income received or Money Out for a business cost.
- Enter the date, amount and a clear description.
- Choose the most suitable category and attach supporting evidence when available.
- Review the entry before saving so the totals remain accurate.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.