Open the menu and sign in
Head to app.recordly.co.uk and tap the menu icon at the top left. From here you can choose to sign in if you already have an account.
New here? Choose Sign Up
If you don't have an account yet, tap the menu and select Sign Up instead of Sign In to begin creating your account.
Register your details
Choose whether you're signing up as an Individual or a Company, then fill in your name, email and a secure password. Agree to the Terms and Conditions and tap Sign Up.
Complete your profile
Once you're signed up, you'll land on your profile page. You'll see a reminder that your profile is incomplete — this just means a few more details are needed before you can start using the app.
Add your remaining details
Scroll down to fill in your phone number and, if relevant, your National Insurance number, Unique Tax Reference and home address.
Fill in your main details
Add your first name, last name, email and phone number. These help your accountant identify and manage your account correctly.
Add your home address
Scroll down to the Home Address section and fill in your address details, then tap Save Details to confirm everything.
Add an income source
Next, you'll need to add at least one income source before you can start using the app. Choose from CIS Contractors, Employment, Landlord/Property Income, Pension Income, or Self-Employment — whichever applies to you.
Fill in your income source details
Depending on the income type you choose, you'll be asked for details like your trade, business name and business address. Fill these in and save.
Confirmation
Once saved, you'll see a confirmation that your income source has been successfully added, along with a summary of the details you entered.
Explore the menu
From the main menu you can access your Dashboard, Profile, Accountant details, Income Sources, Transactions and Submissions at any time.
Check your Dashboard
Your Dashboard gives you a clear view of your total income, expenses and net amount for the current tax period, along with a summary of your income sources.
Add a transaction
To log a transaction, choose whether it's Income or an Expense.
Choose the income source
Select which income source this transaction belongs to — for example, your self-employment income.
Enter the transaction details
Fill in the transaction date, field, amount, whether VAT is included, and any notes. You can also attach a receipt or document, then tap Save.
All done
You'll see a confirmation that your income record has been successfully created, and it will now appear in your Transactions list.
