Add more categories
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Christopher Wright
complete
Astrid - Countingup
We'll like your help to improve Countingup, please answer this 2 minutes anonymous survey about categories:
Thank you.
Astrid - Countingup
in progress
If you hold a limited company account, you will soon get access to more expense categories so you can better understand your spending.
Ross Jimmy Smith
Astrid - Countingup: why only limited company accounts? Are they more important to you? Why not sole traders?
Astrid - Countingup
Ross Jimmy Smith: Hi Ross, we've only done limited companies because sole traders categories are mapped to their tax return. As explained in this article: https://support.countingup.com/hc/en-us/articles/4413595796497-How-do-I-file-my-self-assessment-tax-return-on-the-online-HMRC-portal-as-a-self-employed-person-. Adding more categories while keeping the tax mapping so it is easier to file tax is more complicated, we've not solved it yet. Help us improve Countingup by answering this 2 minutes anonymous survey about categories: https://forms.gle/YzkPESGy45kno8Qv7. Best, Astrid
Astrid - Countingup
Merged in a post:
Payment Categories
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Des Bailey
The Countingup application to allow user to create additional categories to make and classify payments against.
Oliver Aylett
Even better give the ability to create your own categories!
Astrid - Countingup
Merged in a post:
Add “refund”
Ross Jimmy Smith
Add refund in categories under income, a lot of companies charge deposits for tool hire then refund after, also companies refund when something isn’t in stock or cancelled off an order.
Bea Wright
Website, stock, equipment, materials.. would be great!
J
Jon Exton
We need a category for IT items - eg costs for website, email account set up,
Astrid - Countingup
The category picker has been improved to support more categories. This allows for more accurate bookkeeping and in preparation for MTD tax submissions.
We are continuously trying to improve your experience. Please help us by taking this quick survey about the category picker: https://forms.gle/dGTvXdWiYcBNBak69
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Alex Kelly
Astrid - Countingup: I am new to Countingup and am finding some of the categories a little vague while other categories are missing.
Ideally, I'd like to be able to add my own categories.
Failing that, I'd like to see: mobile, training, equipment, stationery, mileage, insurance.
C
Carl James
Totally agree. For example I own a bicycle company and dont have a category to place all bikes sold as a category and separate from accessories sold. Whereby if the categories could be created by the app user it makes it more bespoke and individual to counting ups clients.
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