Getting Started with SoleSorted

Install SoleSorted

Download the Windows installer, open it, and follow the installation prompts. SoleSorted is installed for your Windows user and keeps its working data locally on your PC.

When you first open the app, go to Settings and enter your business name, owner, tax year, currency symbol, and preferred export folder.

Import a bank CSV

Export your transactions as a CSV file from your bank. In SoleSorted, open Import, choose Import CSV, then select Choose CSV and pick the file.

Map CSV columns

Tell SoleSorted which columns contain the transaction date, description, money in, money out, and balance. Once mapped, the app can read future files from the same bank more easily.

Check imported transactions

Review the imported transactions before doing any reporting. Check dates, amounts, descriptions, and whether money in and money out have landed in the right place.

Add category rules

Create rules for regular transactions such as bank fees, software subscriptions, fuel, office costs, or customer payments. Rules help SoleSorted categorise matching transactions automatically.

Attach receipts

Attach receipt images or PDF files to the matching transactions. This keeps the evidence beside the record, so you are not hunting through folders later.

View reports

Use the reports to check spending, income, categories, and missing receipts. This is your chance to spot anything odd before sending information to your accountant.

Export accountant pack

Export a tidy accountant pack containing your transaction records, categories, notes, and linked receipt information. Send that pack to your accountant instead of a chaotic folder called “tax stuff final FINAL 2”.