Coconut updates
Coconut updates

🗓️ Monthly expenses overview, search transactions and more - iOS 1.33.0





Knowing the ins and outs of your business finances allows you to make better decisions each day. This is why we’ve introduced the Business tab (currently only available for Sole Traders).

Investor update | Monthly view@1x.png

With this new monthly snapshot of income and expenses you can see:

  • What transactions have been categorised as income/expenses for the month to get a clear view of how your business is doing.
  • A view of how much you need to save for income tax, your national insurance, and any student loans (you can set your own rules for these)
  • Additional saving opportunities for your pension, rainy day fund, and personal savings (plus you can decide on the percentage that you save in the settings).
  • Plus, you can see the overview from the previous month to see how things have changed.

Some of the other things we’ve worked on this month:

  • Search transactions - gone are the days of scrolling through transactions to find the one you’re looking for. Now you can search for anything from a client or business name to references and get results in seconds.
  • Your logo on the combined transactions list - for those of you who have uploaded your logo to Coconut, you might have spotted it appearing in a few more places… making it look a little bit more like home.