What do the labels in Transactions mean?

• ⇄ Portal: copied automatically from your portal. It updates itself; change it in the portal.
• Receipt: a document is stored. Freelancer invoices from the portal get their PDF automatically.
• No receipt: expense without a document – use Add receipt.
• Edit myself: use only if portal data is wrong. The entry then stops following the portal. Nothing is deleted.
• filed: belongs to a closed filing period; locked.

General information, not tax or legal advice. Rates and dates change – always check GOV.UK.