Most of your transactions are pulled into Nexus automatically from your letting agent's system. You can also add transactions yourself and/or ignore transactions you don't want included in your figures.
Transactions are viewed per property. To see them, select Properties, choose a property, and open the Transactions tab. Each transaction shows its Date, Category, Description and Amount (income and expenses are shown differently so they're easy to tell apart).
Adding a Transaction
Open the property and go to the Transactions tab.
Click + New transaction.
Choose the Type — Income or Expense.
Set the Payment date.
Select a Category.
Enter the Amount.
Add any Notes, and optionally use Add an attachment to attach a receipt or document.
Click Create transaction.
Editing a Transaction
To change a transaction you've added, open it from the Transactions tab, update the details, and save your changes.
Note: Only manually created transactions can be edited.
Ignoring a Transaction
If a synced transaction shouldn't be included in your income and expense figures, you can ignore it rather than deleting it. This keeps a record while leaving it out of your totals and reports.
Open the row menu (the ⋮ icon) next to the transaction.
Select Ignore.
Ignored transactions move to the Ignored tab, where you can review them at any time.
This article is general guidance on using Nexus and is not tax advice. The transactions you add, edit, split or ignore affect your reports and submissions, so please keep them accurate. If in doubt, speak to a qualified accountant or tax adviser.