I would love to be able to track my business and personal expenses
Juliet
Merged in a post:
Support for Separate Personal and Business Budget Spaces
L
Lauren
I use Rocket Money for personal budgeting and net-worth tracking, and I also manage a small business. It would be extremely helpful to have the option to maintain two distinct budgeting environments to essentially separate “accounts” or profiles under a single login.
Being able to divide personal and business finances without creating an entirely separate Rocket Money account would make it far easier to track budgets, cash flow, expenses, and overall net worth in an organized, accurate way.
If this capability exists already, I’d appreciate guidance on how to set it up. If not, I hope you’ll consider adding it in the future. It would be a meaningful upgrade for users who balance personal and small-business finances.
Juliet
Merged in a post:
A way to toggle between business & personal banking/budgeting, and see them all together as it is now
S
Sami
I would love to be able to quickly see my own personal banking and budgets and then my businesses banking and budgets, and all together as it is now to see an overall view. It's confusing only being able to see them all together and not helpful for my own personal budgeting, even though the business is technically a personal asset.
Juliet
Merged in a post:
Going between business and personal accounts! Separate feeds!
S
Sarah
As a freelance small business owner, I would love the option to have my business and personal accounts separate for budgeting purposes! A way to go between the two rather than it all be on one feed, and see cash flow between them easily. Would be so so helpful!
S
Sarah
Yes!! Separate budgeting for business and personal accounts
S
Sarah
Yes I agree!! I would love to have it as two separate pages to see business finances on one, and personal finances on another for ease of budgeting them separately.
Juliet
Merged in a post:
Business vs Personal Accts
G
GENEVIEVE
In my bank and CC accounts is both personal and business. Is there a way to separate the revenue and expenses from the business from the personal
Juliet
Merged in a post:
Support for Separate Personal and Business Expenses Dashboard
P
Prasad
Ability to have separate dashboards one for personal and other for business related transactions with their own accounts and cards
Juliet
Merged in a post:
Business vs. Personal Money
S
Sean
Make it so that business expenses/income can be separated from personal without having to have multiple accounts
Juliet
Merged in a post:
Please allow multiple business and rental profiles (e.g., Business 1, Business 2, Rental 1, Rental 2).
C
Christopher
Please add support for multiple business and rental categories (Business 1, Business 2, Rental 1, Rental 2). This would make exported reports CPA-ready and significantly improve expense accuracy with minimal implementation effort.
Juliet
Merged in a post:
Adding a personal business
T
Teresa
It would be nice to be able to add my business to this platform. It would be nice to have my personal and business all on one platform. Like a screen shot of my whole financial and personal accounts together and/or separate but together on the same platform. For me (and Im sure for many others) having finances all in-one would be a great relief and it would simplify tracking expenses and income. They could be in separate sections within Rocket Money. Just a place that everything is managed. This would also include if one had a side hustle tracking would be made easy.
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