Submit Transaction Required Data marked in bold.
Enter the date and time the transaction occurred.
Enter the amount spent, such as 5.35 for £5.35.
Tick if the purchase is deemed an essential purchase for budgeting purposes.
Tick if the purchase frequently recurs, such as monthly.
Please give the period of time the purchase will recur from "Time of Transaction".
Optional: Choose the Budget Type for the majority of the purchase.
Enter the name of the organisation money was spent. Choose existing ones from below or if not found, enter the details below.
Enter the street name where the organisation is located at.
Enter the name of the town where the organisation is located at.
Enter the postcode where the organisation is located at.
Profile & Payroll Data Required Data marked in bold.
Enter the month and year for this information.
Enter the amount of employees the organisation has for the entry month.
Enter the amount of employees that live locally to the organisation for the entry month.
Enter the Gross Payroll for the organisation for the entry month.
Enter the organisation's total income tax for the entry month.
Total of Employees National Insurance contributions for the entry month
Employers National Insurance contributions for the entry month
Total spent on employee pensions by the organisation for the entry month
A total of other payments such as refunded fuel etc. for the entry month
Individual Employee Data Required Data marked in bold.
Enter the month and year for this information.
Used to identify employee anonymously
Enter the gross wage of the employee for the entry month.
Enter the total income tax of the employee for the entry month
Individual Employees National Insurance Contributions for the entry month
Individual Employees Pension contributions for the entry month
A total of other payments such as refunded fuel etc. for the entry month