When the bank account gets linked the whole transactions come through most of them are home payments etc not business as I’m a sole trader and my husband’s income comes thru the same account. How do I get rid of the stuff that’s not business related? It doesn’t have a category. TIA
Hey RocheB 👋 Great question!
Under More > Categories > All categories in Solo, you'll have the option to create custom categories for recording income (for example "Other non-business income"). The naming, and also the notes are totally up to you so you're welcome to customise them as you see fit!
Once added in the categories field, you can use these to declare other incomes that aren't related to your sole trader streams ☺️
When I create a category which do I select for non income related ?
Thanks for getting back to us! I think based on what you're describing here it could potentially fit under "Assets" (for example: "Non business related funds") - but since every setup is a little different, we also recommend checking with the tax experts to make sure things are recorded the right way. ☺️
