I have my bank account connected and I am categorising each transaction. How do I categorise incoming money from Investors buying equity? Thanks!

Hi charlie-stockedf

If you haven't already you'll first need to create an account within your Chart of Accounts to assign this to, if you're unsure on which specific account and detail type this would be we'd recommend checking in with your bookkeeper/accountant to make sure this is set up correctly. 

Once you have this, you can record receiving the income by following the steps below:

1) Select + New > Bank deposit 

2) Select the bank account the money was received to under 'Account' and enter the date this hit your account

3) Scroll to 'add funds to this deposit' and change the 'Amounts are' drop-down to 'No VAT'

4) On the first line under  'add funds to this deposit', select the Chart of Account you want to post this to and then enter the full amount received 

5) Save & close

You can now match this to the payment in the for-review screen of your banking. 🙂