Spreadsheet Categories

If you want to see how much your business has spent through the year, you can now categorise expenses as you add them to the Malgra Spreadsheet.

When entering your expense, simply select from the drop down box which category the expense relates to.

 

List of available categories

Categories Examples
Communications Mobile, Phone, Broadband costs
Equipment iPad, Mobile Phone, Card Reader
Financial Charges for bank, Interest
Office Stationery, pens, paper, etc
Promotional Advertisements, leaflets, etc
Stock (eShop) Recipe Books, tools, eshop items
Subscription MalgraPlus, Office365, Zoom
Travel Train tickets, parking, bus
Other Items not listed above

Note: At this time, we’re unable to add or customise any categories, but we’ll review these at the end of the financial year and ask for suggestions from our members through the Malgra Tax Facebook Group.

Reporting on Categories

Within your Annual Report, you’ll find a section dedicated to your categories, with a summary of items from through the financial year. These are totalled up throughout the year, so that you can see how much you’ve spent on each item.

In this example, Equipment is the highest value.

Interactive Reporting

We’ve introduced a brand new interactive tool to allow you to view when your spending on certain categories are higher than other times. This is useful if you’re wanting to see – at a glance – when you’re spending more on a certain expense (e.g. promotional materials).

The interactive tool provides a number of tick boxes to show the different categories on the graph. Simply click the relevant tickbox to show the category on the chart.

To hide the category, unselect the tickbox.

Beta Software!

This is Beta software, which means that there could be bugs we haven’t found yet. Although we’re confident that everything is working correctly, please do feedback any queries or comments here!

Updated on March 5, 2021

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