# United Kingdom banking and finance records toolkit
Set up founder finance hygiene: bank accounts, accounting categories, receipts, cap table records, runway reporting and investor-ready evidence.
Context: the United Kingdom
Source: British Startup
Official reference: https://www.gov.uk/government/collections/hmrc-calculators-and-tools
## Action checklist
- [ ] Separate personal, operating, tax and investor records.
- [ ] Build a monthly dashboard for runway, margin, receivables and liabilities.
- [ ] Keep proof for every transaction that could be reviewed later.
## Task flow
- [ ] Open the local British Startup guide and read the action checklist.
- [ ] Verify the current requirement using HMRC calculators and tools.
- [ ] Assign an owner, deadline, evidence folder and next conversation.