How-to guide: Table of Contents
How-to guide: Table of Contents Finmo is all about making your life easier (and saving you money, too). To get the most out of your experience, we want [...]
How-to guide 1: Introduction
How-to guide: Introduction Finmo is all about making your life easier (and saving you money, too). To get the most out of your experience, we want you to [...]
How-to guide 2: Accuracy Indicator
How-to guide: Accuracy Indicator The Finmo Accuracy Indicator keeps your Finmo tax estimate accurate to help you better manage your finances. Think of it like a quick to-do [...]
How-to guide 3: Pulling in your bank transactions
How-to guide: Pulling in your bank transactions Finmo uses Open Banking to let you securely tag your bank transactions from our app or portal. What’s Open Banking? Open [...]
How-to guide 4: Setting up Rules
How-to guide: Setting up Rules You can use Finmo to automate the categorisation of your income and expenses. So instead of manually tagging every transaction as business or [...]
How-to guide 5: Adding transactions manually
Photo by Colin Watts on Unsplash How-to guide: Adding transactions manually You can manually add cash transactions, or those done via a bank account that’s not hooked [...]
How-to guide 6: Tagging a transaction
How-to guide: Tagging a transaction If you’re reading this guide, you should have already: Pulled your bank transactions into Finmo, or Started adding transactions manually to Finmo (Or [...]
How-to guide 7: Understanding HMRC Categories
How-to guide: Understanding and speeding up HMRC Categorisation When you file your taxes and decide to itemise your business expenses rather than use the £1,000 trading allowance, HMRC [...]
How-to guide 8: Saying goodbye to receipts (mostly)
How-to guide: Saying goodbye to receipts (mostly) One of the great things about using Finmo is that it drastically reduces the need to hold onto receipts. This is [...]
How-to guide 9: Reconciliation and notifications
How-to guide: Reconciliation and notifications Finmo has the power to do much more than just provide you with a space to look over your taxes. Our technology helps [...]