Categorization Tips
How to Categorize a transaction?
- How should I categorize cash back rewards? (i.e. using rewards points to pay off my credit card)
- How do I categorize bank test deposits?
- How do I categorize cash that I contribute to my business to cover bills the business needs to pay?
- How should I categorize costs for product packaging?
- I received a Grant - how do I categorize this income?
- Chart of Accounts - What is the "R&D Expense" expense account used for?
- I received a refund from a vendor. How do I categorize this?
- Chart of Accounts - What is the "Supplies" expense account used for?
- How should I categorize Shopify payouts?
- How should I categorize: costs for events such as expo’s, setting up a booth at a conference, swag, etc?
- I use my bank for online bill pay. How do those transactions get categorized?
- Are SAFE notes a liability or equity?
- How should I categorize SEO (search engine optimization) fees
- How should I categorize samples and giveaways?
- I received a Loan, how do I record that in my books?
- I deposited a check and it bounced (the funds were withdrawn from my account). How do I categorized the cash outflow withdrawl?
- Chart of Accounts - What is the "Trade Spend" account used for?
- What is Retained Earnings on my Balance Sheet?