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Learn the core coding categories that matter - sales, supplier costs, travel, software, subscriptions, wages, dividends, director loans, VAT, bank charges, and tax payments. No more second-guessing which bucket each transaction belongs in.
Discover exactly what supporting documents you need for each transaction type - receipts, invoices, contracts, mileage logs, payroll reports, dividend vouchers, and loan records. Know what to keep before your accountant asks for it.
Stop scrambling to organize records when review time arrives. With consistent coding and proper evidence in place, your bookkeeping is audit-ready and your accountant's job becomes easier - which means fewer fees and faster approvals.
The Complete Transaction Coding & Evidence Tracker
This practical guide walks you through everything you need to know about transaction coding and evidence management. You'll discover how to categorize every type of business transaction correctly, understand the evidence rules for each transaction type, and set up systems that prevent mixing personal and business expenses. Whether you're managing a small business or handling bookkeeping for the first time, this tracker gives you a clear framework you can use month after month. By the end, you'll have the confidence to code transactions consistently, maintain organized records, and make your accountant's job so much easier when it's time to review your books.
About This Guide
This guide was created to solve a real problem: business owners and bookkeepers spending hours figuring out how to code transactions correctly and what evidence to keep. Too many people discover they're missing crucial documentation at year-end, or they've mixed personal and business expenses in ways that create headaches during reviews. This tracker brings together years of bookkeeping best practices into one clear, actionable resource. It's designed to be straightforward - no accounting jargon, just practical steps you can implement immediately. Whether you're running your first business or your tenth, this guide will save you time, reduce stress, and help you maintain the clean records that make accounting reviews smooth and affordable.
What People Are Saying
Business owners and bookkeepers trust this guide to keep their finances organized and audit-ready. See how it's making a difference for people just like you.
“This tracker helped me understand how each bank transaction should be categorised. It made director payments, subscriptions, VAT items and tax payments much clearer.”
Director, Reid Digital Ltd
“The evidence rules are especially useful. They show what support should be attached to each type of transaction, which makes reviews much easier.”
Accounts Assistant
“I used this to clean up my bookkeeping categories and stop mixing personal and business costs. It gave me more confidence that my records would stand up to review.”
Limited Company Contractor
“This tracker helped me understand how each bank transaction should be categorised. It made director payments, subscriptions, VAT items and tax payments much clearer.”
Director, Reid Digital Ltd
“I used this to clean up my bookkeeping categories and stop mixing personal and business costs. It gave me more confidence that my records would stand up to review.”
Limited Company Contractor
“The evidence rules are especially useful. They show what support should be attached to each type of transaction, which makes reviews much easier.”
Accounts Assistant
Ready to Take Control of Your Transaction Coding?
Download your Transaction Coding and Evidence Tracker today. Get the clear framework you need to code every transaction correctly, keep the right evidence, and make your bookkeeping reviews effortless. No complicated jargon - just practical, actionable guidance you can start using immediately.
£12.00