What Check your books does

Check your books finds duplicates, wrong categories and missing entries before you work out your tax.

Watch it in the app (10 s, demo data, with voiceover and captions)

Open Money → Check your books. It looks through everything and lists anything worth a second look. The row shows when there is something to check.

Asset register
Possible duplicates
Category doesn’t match money in or out
Better categories
Bought on finance
Director’s loan account
Refunds for something you bought
Missing personal half

Check your books: asset register, possible duplicates, category checks, better categories, bought on finance and the director’s loan account — Money → Check your books (demo data)

Nothing changes until you tap. Every change has Undo, and nothing is ever deleted for good: a removed duplicate is kept out of your totals but can come back.

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