When you categorise your transactions in Holvi, these categories live in higher level 'groups'. And its these groups that determine which categories and transactions go into your reports.
Your business reports will contain only transactions that are categorised under your business-related groups – to be precise, the Business income and Business expense groups. This gives you a clear picture of your business finances, helping you find insights and get ready for tax time.
However, Holvi also lets you create and export non-business reports! These reports contain all your account activity, and are made up of all groups: Business income, Business expense, Other income, Other expense – plus Personal income and Personal expense, if you’re a sole trader.
What are business and non-business reports?
Holvi offers different types of reports – you can find a full list here along with descriptions of each report type. These reports can be divided into business and non-business reports.
Business reports include:
- VAT report
- Income statement
- Invoicing report
- Accounting journal
- General ledger
Non-business reports include:
- Account statement
- Holvi service fees
- Order lists