An Adobe subscription showed up as a $54.99 charge. In Pruvon, that charge files to Software. Save a rule and the same vendor lands in Software next month. This is bookkeeping for a small firm. Pruvon does not file tax returns and is not a CPA firm.

File software subscriptions to Software

When Adobe Creative Cloud, Microsoft 365, Slack, or another SaaS charge hits your connected account, Pruvon shows the same amount, date, and merchant string your bank already recorded. You are not inventing a new line. You are choosing where that outflow belongs in your chart so Software stays consistent across months. Open the transaction, pick Software, and confirm. The bank amount does not change. Pruvon only views bank data to help you file what already happened. It is not a CPA firm and does not prepare tax returns or give tax or legal advice.

Categorise once, then save a rule

  1. Spot the Adobe, Microsoft 365, Slack, or other SaaS charge in the month you are closing.

  2. Read the merchant string and the amount before you touch the category.

  3. Set the account to Software — bank data is viewed only; the dollars stay put.

  4. Find the Adobe or other software subscription line in your bank feed. Match the merchant name and the exact amount shown on the statement.

  5. Open the transaction and set the account to Software. Leave the amount and date as the bank delivered them.

  6. Save a rule for that merchant so the next monthly charge files to Software automatically when it lands.

  7. Spot-check the next cycle. If the merchant string shifts slightly, update the rule once rather than retyping Software every month.

Block Quote

Filing to Software organises viewed bank activity. It is not a tax filing, not a deduction claim, and not advice from a CPA firm.

What Software filing keeps consistent

  • Recurring SaaS lines stay in Software month after month.

  • One-off hardware or unrelated tools get a different account after you read the product name.

  • Reports stay readable when tool spend all sits under Software.

  • Merchant match: Adobe, Notion, Figma, and similar tools stay under Software instead of scattering into Misc or Office.

  • Amount integrity: the bank outflow stays exactly as imported. Filing never edits the dollars or the date.

  • Rule reuse: once you save a Software rule for a merchant, later charges follow the same path with less manual work.

If a charge looks like a one-time purchase of a perpetual license, still check the merchant and product name. Recurring Creative Cloud or similar SaaS lines belong in Software. One-off hardware or unrelated tools may belong elsewhere. Keep the filing decision tied to what the bank line describes, not to a tax story. Pruvon helps you organise viewed activity so reports stay readable when you review spend by account.

Leave the bank amount alone

After you file to Software and save the rule, your feed should show the same total the bank posted. Do not split the charge to force a different story. Do not reclassify it as wages, owner draw, or a transfer. Software is the account for recurring tools that keep the business running. When you need a clean month view of tool spend, Software is the place those lines should already sit. That is the whole job: match the merchant, file to Software, save the rule, and keep the amount unchanged.