New Client


I have taken on a new client who started trading in January, however his bank account has transactions going back a few months before then.

I am used to transactions occurring on or after the first day of trading so I am unsure of how to account for them because I would be inputting them with a date outside of his financial year.

Would I have to post date these transactions or change the date he started trading to earlier?



  • Monsoon
    Monsoon Registered Posts: 4,071 Beyond epic contributor 🧙‍♂️
    Enter the pre trading expenses on the first date he started trading.
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