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Categorising it puts that story in the right folder so your Profit & Loss and Balance Sheet tell the truth, not a fairy tale.",[],"normal",{"_key":582,"_type":572,"children":583,"markDefs":589,"style":590},"f99a43574e31",[584],{"_key":585,"_type":576,"marks":586,"text":588},"a665d8de84c3",[587],"strong","Why categorisation matters",[],"h2",{"_key":592,"_type":572,"children":593,"markDefs":598,"style":580},"00edceb527df",[594],{"_key":595,"_type":576,"marks":596,"text":597},"a58f1e6ef8f2",[],"Your categories link directly to your chart of accounts, which drives all your reports.",[],{"_key":600,"_type":572,"children":601,"level":9,"listItem":606,"markDefs":607,"style":580},"28d5a16de320",[602],{"_key":603,"_type":576,"marks":604,"text":605},"02f9ed56c871",[],"Income categories feed into the top line of your Profit & Loss.","bullet",[],{"_key":609,"_type":572,"children":610,"level":9,"listItem":606,"markDefs":615,"style":580},"e38e879d911c",[611],{"_key":612,"_type":576,"marks":613,"text":614},"8e2e0b63bec8",[],"Expense categories reduce profit.",[],{"_key":617,"_type":572,"children":618,"level":9,"listItem":606,"markDefs":623,"style":580},"5afe398ee6d6",[619],{"_key":620,"_type":576,"marks":621,"text":622},"d230e2a2746a",[],"Asset and liability categories appear on your Balance Sheet.",[],{"_key":625,"_type":572,"children":626,"markDefs":631,"style":580},"5bda76bb1c38",[627],{"_key":628,"_type":576,"marks":629,"text":630},"08a128e3d67b",[],"If you record personal withdrawals as expenses, your profit will look smaller than it really is. If you log an asset as an expense, your Balance Sheet won’t show what your business actually owns.",[],{"_key":633,"_type":572,"children":634,"markDefs":639,"style":590},"a16ce0c051a5",[635],{"_key":636,"_type":576,"marks":637,"text":638},"abd80163c561",[587],"How to categorise a transaction in stub",[],{"_key":641,"_type":572,"children":642,"markDefs":651,"style":580},"8cad59c316ff",[643,647],{"_key":644,"_type":576,"marks":645,"text":646},"74d8333656ea",[],"You can categorise transactions directly from your bank feed ",{"_key":648,"_type":576,"marks":649,"text":650},"21f1a22e8d99",[587],"in either Sales or Expenses.",[],{"_key":653,"_type":572,"children":654,"markDefs":659,"style":660},"692f309cc58d",[655],{"_key":656,"_type":576,"marks":657,"text":658},"cb59ab32b47f",[],"1. Go to Sales or Expenses in your left-hand menu.",[],"h3",{"_key":662,"_type":572,"children":663,"markDefs":668,"style":580},"dc6a3c58d4e9",[664],{"_key":665,"_type":576,"marks":666,"text":667},"c663c7e5b04f",[],"All of your transactions are shown on the sales and expenses pages, and you can select the date range you want to view. ",[],{"_key":670,"_type":572,"children":671,"markDefs":676,"style":660},"903e2e7aca26",[672],{"_key":673,"_type":576,"marks":674,"text":675},"9d8f998b6632",[],"2. Choose a transaction",[],{"_key":678,"_type":572,"children":679,"markDefs":684,"style":580},"eaa944840f29",[680],{"_key":681,"_type":576,"marks":682,"text":683},"7a8bc8ae05b9",[],"You’ll see a list of transactions by date.Select one to open the categorisation window.",[],{"_key":686,"_type":572,"children":687,"markDefs":692,"style":660},"dc764084ebde",[688],{"_key":689,"_type":576,"marks":690,"text":691},"574ca130a4b7",[],"3. Pick a category",[],{"_key":694,"_type":572,"children":695,"markDefs":700,"style":580},"1af1bcdc1d8c",[696],{"_key":697,"_type":576,"marks":698,"text":699},"55d0c1818c9b",[],"Click the three dots (⋯) next to the transaction and choose the right category from the list.",[],{"_key":702,"_type":572,"children":703,"level":9,"listItem":606,"markDefs":712,"style":580},"71fbc666468d",[704,708],{"_key":705,"_type":576,"marks":706,"text":707},"bdf0d4fb6075",[587],"Income",{"_key":709,"_type":576,"marks":710,"text":711},"e9c681ed2f2b",[]," options include Sales, Interest Earned, Invoice Payment, Tips & Donations, and Asset Sale.",[],{"_key":714,"_type":572,"children":715,"level":9,"listItem":606,"markDefs":724,"style":580},"339ef92f2399",[716,720],{"_key":717,"_type":576,"marks":718,"text":719},"6c64c5e11836",[587],"Expense",{"_key":721,"_type":576,"marks":722,"text":723},"d4fffedddda7",[]," options include Advertising & Marketing, Fuel, Cleaning, Contract Workers, Software & Subscriptions, Bank Charges, or Inventory.",[],{"_key":726,"_type":572,"children":727,"markDefs":744,"style":580},"1c12e62702c0",[728,732,736,740],{"_key":729,"_type":576,"marks":730,"text":731},"6bd7f7c5f472",[587],"TIP: ",{"_key":733,"_type":576,"marks":734,"text":735},"bccd79b6e3b7",[],"If the purchase will last more than a year, for example a laptop or a camera, use ",{"_key":737,"_type":576,"marks":738,"text":739},"f1014f745eb1",[587],"Asset purchase",{"_key":741,"_type":576,"marks":742,"text":743},"26ceac0450c2",[]," instead of an expense.",[],{"_key":746,"_type":572,"children":747,"markDefs":752,"style":660},"59a5c6929a97",[748],{"_key":749,"_type":576,"marks":750,"text":751},"ccfbf90338ce",[587],"4. Add extra details",[],{"_key":754,"_type":572,"children":755,"markDefs":760,"style":580},"f8bd901773b5",[756],{"_key":757,"_type":576,"marks":758,"text":759},"89d35fe0e460",[],"Add a short description, such as “Pick n Pay stock” or “MTN airtime.”Select or add a supplier or customer.",[],{"_key":762,"_type":572,"children":763,"markDefs":776,"style":580},"47cc4b75d470",[764,768,772],{"_key":765,"_type":576,"marks":766,"text":767},"624351d8b19c",[],"Click ",{"_key":769,"_type":576,"marks":770,"text":771},"31548242c9c5",[587],"+ VAT",{"_key":773,"_type":576,"marks":774,"text":775},"beffd28d3166",[]," to apply the right rate if you’re registered.You can also add tags, notes, or attach a receipt or invoice.",[],{"_key":778,"_type":572,"children":779,"markDefs":784,"style":660},"b0387c8f33ed",[780],{"_key":781,"_type":576,"marks":782,"text":783},"ffdbcd61a27c",[587],"5. Save",[],{"_key":786,"_type":572,"children":787,"markDefs":799,"style":580},"e8fed22e47f3",[788,791,795],{"_key":789,"_type":576,"marks":790,"text":767},"1025030fb969",[],{"_key":792,"_type":576,"marks":793,"text":794},"06023c79bd6d",[587],"Save",{"_key":796,"_type":576,"marks":797,"text":798},"850677711016",[],".The transaction moves out of “Uncategorised” and updates your reports automatically.",[],{"_key":801,"_type":572,"children":802,"markDefs":808,"style":809},"27f5112190b6",[803],{"_key":804,"_type":576,"marks":805,"text":807},"3e154872af1c",[806],"em","Example:\nYou buy shampoo stock for R1,200. Categorise it as Inventory, not Office Supplies.\nYou receive payment for an invoice. Categorise it as Invoice Payment.\nYou withdraw R2,000 for personal use. Categorise it as Drawings, not an expense.\nYou buy a salon chair. Categorise it as an Asset purchase, not Equipment Rental.",[],"blockquote",{"_key":811,"_type":572,"children":812,"markDefs":817,"style":660},"28acd12b8319",[813],{"_key":814,"_type":576,"marks":815,"text":816},"835978a85896",[587],"Special cases to watch for",[],{"_key":819,"_type":572,"children":820,"markDefs":825,"style":580},"f9819c467e35",[821],{"_key":822,"_type":576,"marks":823,"text":824},"0fe18d2f319b",[],"Some transactions need a little extra care:",[],{"_key":827,"_type":572,"children":828,"level":9,"listItem":606,"markDefs":841,"style":580},"c6ad073cad7c",[829,833,837],{"_key":830,"_type":576,"marks":831,"text":832},"f23a7f2ebc19",[],"Customer invoice payments: use ",{"_key":834,"_type":576,"marks":835,"text":836},"5371b79e2609",[587],"Invoice Payment",{"_key":838,"_type":576,"marks":839,"text":840},"0efb781c1a3f",[]," to link to the right invoice.",[],{"_key":843,"_type":572,"children":844,"level":9,"listItem":606,"markDefs":857,"style":580},"647e73484257",[845,849,853],{"_key":846,"_type":576,"marks":847,"text":848},"5b4bd053ed94",[],"Supplier bill payments: use ",{"_key":850,"_type":576,"marks":851,"text":852},"4d7507cda24a",[587],"Supplier Payment",{"_key":854,"_type":576,"marks":855,"text":856},"29e7f63b0517",[]," to close the bill.",[],{"_key":859,"_type":572,"children":860,"level":9,"listItem":606,"markDefs":873,"style":580},"b86695938830",[861,865,869],{"_key":862,"_type":576,"marks":863,"text":864},"ceafad21120d",[],"Transfers between accounts: use ",{"_key":866,"_type":576,"marks":867,"text":868},"3f32edbdb0d5",[587],"Inter-account transfer",{"_key":870,"_type":576,"marks":871,"text":872},"6fab76c75e6d",[]," so it doesn’t count as income or an expense.",[],{"_key":875,"_type":572,"children":876,"level":9,"listItem":606,"markDefs":889,"style":580},"b94e98ae76a8",[877,881,885],{"_key":878,"_type":576,"marks":879,"text":880},"c1fa749407aa",[],"Owner’s personal spend: log it as ",{"_key":882,"_type":576,"marks":883,"text":884},"2761c643bfe6",[587],"Drawings",{"_key":886,"_type":576,"marks":887,"text":888},"3866c8df694e",[],", not an expense.",[],{"_key":891,"_type":572,"children":892,"level":9,"listItem":606,"markDefs":897,"style":580},"6afc8a2e1ee7",[893],{"_key":894,"_type":576,"marks":895,"text":896},"c6eed4d8c948",[],"Loans: split the repayment into principal (which reduces your liability) and interest (which counts as an expense).",[],{"_key":899,"_type":572,"children":900,"level":9,"listItem":606,"markDefs":913,"style":580},"3b4600004fb1",[901,905,909],{"_key":902,"_type":576,"marks":903,"text":904},"e0dbd66c463e",[],"Assets: record them in ",{"_key":906,"_type":576,"marks":907,"text":908},"1c6f42e8a224",[587],"Assets",{"_key":910,"_type":576,"marks":911,"text":912},"84716daa63fe",[],", not Expenses, then depreciate them over time.",[],{"_key":915,"_type":572,"children":916,"markDefs":921,"style":660},"5461181284ab",[917],{"_key":918,"_type":576,"marks":919,"text":920},"77900bc424d4",[587],"Tips for clean, consistent categorisation",[],{"_key":923,"_type":572,"children":924,"level":9,"listItem":606,"markDefs":929,"style":580},"679a35bde15d",[925],{"_key":926,"_type":576,"marks":927,"text":928},"9bf42e4b1dcf",[],"Clear out uncategorised transactions weekly so reports stay accurate.Be consistent. Rent should always be Rent, not sometimes Office and sometimes Overheads.",[],{"_key":931,"_type":572,"children":932,"level":9,"listItem":606,"markDefs":937,"style":580},"d2e38228ca38",[933],{"_key":934,"_type":576,"marks":935,"text":936},"a0c06acd85d9",[],"Check VAT codes carefully to avoid over- or under-claiming.",[],{"_key":939,"_type":572,"children":940,"level":9,"listItem":606,"markDefs":945,"style":580},"37d447bbf413",[941],{"_key":942,"_type":576,"marks":943,"text":944},"81e8a85769b2",[],"Think ahead. Clean categories now make tax season and reporting much easier.",[],{"_key":947,"_type":572,"children":948,"level":9,"listItem":606,"markDefs":953,"style":580},"e4fccbbce8c7",[949],{"_key":950,"_type":576,"marks":951,"text":952},"91de9e374253",[],"Use clear descriptions your future self will understand. “Shoprite cleaning products” is better than “Purchase.”",[],"\u003Cp>Every transaction your business makes has a story. Categorising it puts that story in the right folder so your Profit & Loss and Balance Sheet tell the truth, not a fairy tale.\u003C\u002Fp>\u003Ch2 id=\"why-categorisation-matters\">\u003Cstrong>Why categorisation matters\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>Your categories link directly to your chart of accounts, which drives all your reports.\u003C\u002Fp>\u003Cul>\u003Cli>Income categories feed into the top line of your Profit & Loss.\u003C\u002Fli>\u003Cli>Expense categories reduce profit.\u003C\u002Fli>\u003Cli>Asset and liability categories appear on your Balance Sheet.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>If you record personal withdrawals as expenses, your profit will look smaller than it really is. If you log an asset as an expense, your Balance Sheet won’t show what your business actually owns.\u003C\u002Fp>\u003Ch2 id=\"how-to-categorise-a-transaction-in-stub\">\u003Cstrong>How to categorise a transaction in stub\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>You can categorise transactions directly from your bank feed \u003Cstrong>in either Sales or Expenses.\u003C\u002Fstrong>\u003C\u002Fp>\u003Ch3 id=\"1-go-to-sales-or-expenses-in-your-left-hand-menu\">1. Go to Sales or Expenses in your left-hand menu.\u003C\u002Fh3>\u003Cp>All of your transactions are shown on the sales and expenses pages, and you can select the date range you want to view. \u003C\u002Fp>\u003Ch3 id=\"2-choose-a-transaction\">2. Choose a transaction\u003C\u002Fh3>\u003Cp>You’ll see a list of transactions by date.Select one to open the categorisation window.\u003C\u002Fp>\u003Ch3 id=\"3-pick-a-category\">3. Pick a category\u003C\u002Fh3>\u003Cp>Click the three dots (⋯) next to the transaction and choose the right category from the list.\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cstrong>Income\u003C\u002Fstrong> options include Sales, Interest Earned, Invoice Payment, Tips & Donations, and Asset Sale.\u003C\u002Fli>\u003Cli>\u003Cstrong>Expense\u003C\u002Fstrong> options include Advertising & Marketing, Fuel, Cleaning, Contract Workers, Software & Subscriptions, Bank Charges, or Inventory.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>TIP: \u003C\u002Fstrong>If the purchase will last more than a year, for example a laptop or a camera, use \u003Cstrong>Asset purchase\u003C\u002Fstrong> instead of an expense.\u003C\u002Fp>\u003Ch3 id=\"4-add-extra-details\">\u003Cstrong>4. Add extra details\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Add a short description, such as “Pick n Pay stock” or “MTN airtime.”Select or add a supplier or customer.\u003C\u002Fp>\u003Cp>Click \u003Cstrong>+ VAT\u003C\u002Fstrong> to apply the right rate if you’re registered.You can also add tags, notes, or attach a receipt or invoice.\u003C\u002Fp>\u003Ch3 id=\"5-save\">\u003Cstrong>5. Save\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Click \u003Cstrong>Save\u003C\u002Fstrong>.The transaction moves out of “Uncategorised” and updates your reports automatically.\u003C\u002Fp>\u003Cblockquote>\u003Cem>Example:\u003Cbr\u002F>You buy shampoo stock for R1,200. Categorise it as Inventory, not Office Supplies.\u003Cbr\u002F>You receive payment for an invoice. Categorise it as Invoice Payment.\u003Cbr\u002F>You withdraw R2,000 for personal use. Categorise it as Drawings, not an expense.\u003Cbr\u002F>You buy a salon chair. Categorise it as an Asset purchase, not Equipment Rental.\u003C\u002Fem>\u003C\u002Fblockquote>\u003Ch3 id=\"special-cases-to-watch-for\">\u003Cstrong>Special cases to watch for\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cp>Some transactions need a little extra care:\u003C\u002Fp>\u003Cul>\u003Cli>Customer invoice payments: use \u003Cstrong>Invoice Payment\u003C\u002Fstrong> to link to the right invoice.\u003C\u002Fli>\u003Cli>Supplier bill payments: use \u003Cstrong>Supplier Payment\u003C\u002Fstrong> to close the bill.\u003C\u002Fli>\u003Cli>Transfers between accounts: use \u003Cstrong>Inter-account transfer\u003C\u002Fstrong> so it doesn’t count as income or an expense.\u003C\u002Fli>\u003Cli>Owner’s personal spend: log it as \u003Cstrong>Drawings\u003C\u002Fstrong>, not an expense.\u003C\u002Fli>\u003Cli>Loans: split the repayment into principal (which reduces your liability) and interest (which counts as an expense).\u003C\u002Fli>\u003Cli>Assets: record them in \u003Cstrong>Assets\u003C\u002Fstrong>, not Expenses, then depreciate them over time.\u003C\u002Fli>\u003C\u002Ful>\u003Ch3 id=\"tips-for-clean-consistent-categorisation\">\u003Cstrong>Tips for clean, consistent categorisation\u003C\u002Fstrong>\u003C\u002Fh3>\u003Cul>\u003Cli>Clear out uncategorised transactions weekly so reports stay accurate.Be consistent. Rent should always be Rent, not sometimes Office and sometimes Overheads.\u003C\u002Fli>\u003Cli>Check VAT codes carefully to avoid over- or under-claiming.\u003C\u002Fli>\u003Cli>Think ahead. Clean categories now make tax season and reporting much easier.\u003C\u002Fli>\u003Cli>Use clear descriptions your future self will understand. “Shoprite cleaning products” is better than “Purchase.”\u003C\u002Fli>\u003C\u002Ful>",[956,958,960,962,964,966,968,970,972],{"id":957,"text":588,"style":590},"why-categorisation-matters",{"id":959,"text":638,"style":590},"how-to-categorise-a-transaction-in-stub",{"id":961,"text":658,"style":660},"1-go-to-sales-or-expenses-in-your-left-hand-menu",{"id":963,"text":675,"style":660},"2-choose-a-transaction",{"id":965,"text":691,"style":660},"3-pick-a-category",{"id":967,"text":751,"style":660},"4-add-extra-details",{"id":969,"text":783,"style":660},"5-save",{"id":971,"text":816,"style":660},"special-cases-to-watch-for",{"id":973,"text":920,"style":660},"tips-for-clean-consistent-categorisation"]