Adding a manual transaction

Adding a manual transaction

Adding transactions manually


You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return. 


How to add a manual transaction

  • Go to Record Keeping and select Add Transactions Manually

  • Select Income or Expense

  • Enter the description, recipient, business source and category

  • Choose the Account and input Date and Value

  • Mark as refund if applicable by changing the slider

  • Attach receipt/ invoice and add notes if required

  • Select Add transaction to save


    • Related Articles

    • Creating transaction rules

      Transactions Rules Transactions can be imported directly from bank feeds, importing bank statement CSV's, from uploaded documents and/or adding transactions manually. Once transactions are in ApariPro you can categorise them in a few ways, either ...

    • Split a transaction

      Split a transaction If you have a single transaction that covers multiple items, you may want or need to split it up. COMMON REASONS ARE: Different expense categories e.g. an online seller that buys a work phone and envelopes in a single Amazon ...

    • Record Keeping overview

      The Record Keeping Section helps you keep track of your transactions in a digital format. Transactions can be automatically uploaded directly from your bank feed, imported by CSV-file or manually added. Adding transactions manually You can add ...

    • Adding a business or rental properties

      Adding a business or rental properties A single ApariPro account covers your entire Self Assessment tax return. So you can handle rental properties, multiple self-employed businesses and an employed job all in one place. You’ll still be able to see ...

    • Adding ApariPro to mobile devices

      While there is no dedicated app, ApariPro has been optimised for mobile devices. Below are the most common ways to add Apari Pro to your mobile device using common browsers. Safari Launch the Safari app on your iPhone and go to the webpage you want ...