Hi,
As a sole trader you’re able to set up your personal bank account under the ‘Banking’ area. Once you’ve done this, you’ll be able to select this account as an option when filling in the payment of your expenses section.
When it comes to reconciling your personal bank account in Crunch, you’ll have a combination of business and personal transactions shown on your statement. Any transactions which relate to your personal spending, shouldn’t be factored into your tax return so they’ll need to be filtered out.
To handle these entries when matching your bank statement, you can permanently skip past them. To do this, simply select the ‘Mark as personal’ button - Alexandra
