I never used cp to record expenses as that was too much hassle. I would have to remeber every time I ordered something or went in a shop to update it on cp or it wouldn't match my bank. Rather than having to be totally accurate with expenses and payments in cp I just use it as a tool to organise my round and see debts.

Always found it easier to just download a bank csv file year end open in spreadsheet. See my turnover easily by summing the incoming column.

Then with the outgoings just match them to receipts I either had online or in paper form.

Took about 2 hours once a year rather than having to record data ongoing through the year.  1 mistake in cp and it wont match my account.  What actually goes in and out of the bank is what matters not what ive recored in cp so thats where i prefer to get the data from. That's still the way I do it now then send it to my accountant because im Ltd.

Quote from: Stoots on January 04, 2026, 10:48:21 am

I guess it depends how you do your bookeeping currently

I never used cleaner planner for my accounting anyway when i was  sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.

At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.

Cant you do that with MTD just via software ?

Cleaner planner records every expense,payment(and method),outstanding debt, turnover,etc. Basically everything to do with running a small one man window cleaning business . It does a lot more than just track my round. I dont have to add up my income/payments from my bank account at the end of the tax year as its already there to view 365 days a year in cleaner planner. Every expense is added through my cp phone app and synced to the main site throughout the year. I can print off quarterly reports or end of year reports whenever I need to. I currently keep a folder of all paper receipts for that tax year but this will all have to be stored digitally in future.

I guess it depends how you do your bookeeping currently

I never used cleaner planner for my accounting anyway when i was  sole trader i just used it to track my round. Because it was cash basis i just my business bank account for the details.

At the end of the tax year i just added up the income from my bank account for my turnover then added up all expenses matched them up with reciepts and thats it. Submitted it.

Cant you do that with MTD just via software ?

Im Ltd so i dont understand how MTD works exactly as it wont apply to me.

Ive tried squeegee a few times and think its crap, cleaner planner is so clean and simple to use, i didnt like squeege at all it but i guess if you have to switch then you will have to get used to it.

Isnt there a way to continue to use cp and another software or is it all a faff now with mtd?

As for slips, just get a load of leaflets printed daz as above, i got 20k a few years ago for £120 and ive still got a box full in the shed. All i do on the first job of the day is write the price on a handfull, crack off them jobs then write another handfull its maybe a couple extra minutes a day to write a price on but it beats printing you`ll spend more time in faff and ink doing it your way.