FAQs - Holvi Bookkeeping

1. How does Holvi’s bookkeeping work?
2. How do I change my budgeting periods?
3. How can I edit/cancel a bookkeeping category?
4. What is the category "uncategorised"?
5. My payments disappeared from the categories?
6. How do I unarchive payments?
7. How do I pay VAT from my Holvi account? 
8. Where can I find the budgeting periods?

 

How does Holvi’s bookkeeping work?
Your Holvi account is built on income and expense categories that you create. Each transaction in your Holvi account is placed into some income or expense category that you assign it to.

You can create budgets for each category, this way you can easily keep track of your money movements. Holvi also provides reports to help support your bookkeeping, such as Income statement, General ledger and VAT report.

Remember that Holvi does not provided automated bookkeeping but you can freely use the reports from your Holvi-account to make bookkeeping an easier task!

 

 

 

How do I change my budgeting periods?
You can access Budgeting periods by accessing the account settings. Once logged in, select the Account Settings icon on the top left side of the main menu.

Here you can choose to define a budgeting period manually, monthly, quarterly, every half year and yearly. The budgeting period will be defined automatically if you choose monthly, quarterly, every half year or yearly.
If you choose to define the budgeting period manually, then you need to choose an end date. Furthermore, if you choose to define the budgeting period manually, then you need to select close current and begin a new period.

Starting a budgeting period will show only the transactions that have their payment or issue date in the specific budgeting period. If you wish to see older transactions in a income or expense category, then you can open a category and browse its archived transactions. For more information please click here.

 

 

 

How can I edit/cancel a bookkeeping category?
You can edit or delete a bookkeeping category by selecting Bookkeeping in the main menu. Select the category you wish to edit, and select Edit or Delete. Please note that if a category has transactions linked to it, it can not be deleted. 

 

 

 

What is the category “uncategorised”?
“Uncategorised” is an automatically created category. Please find here more information.

 

 

 

 

My payments disappeared from the categories?
If you activated your budgeting periods and the last period closes, the payments in that period will automatically be archived. Please find here more information how the budgeting periods work in general.

 

 

 

How do I unarchive payments?
The payments can be unarchived by deactivating the budgeting periods. You can access Budgeting periods by accessing the account settings. Once logged in, select the Account Settings icon on the top left side of the main menu. Here you can choose to deactivate the previous budgeting periods by clicking on the red cross next to the budgeting period. Please refresh your browser after deactivating the budgeting periods.

 

 

 

How do I pay VAT from my Holvi account?
Please find here the article about paying VAT from Holvi.

 

 

Where can I find the budgeting periods?
You’ll find info regarding the the budgeting periods over here.

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