I would love to be able to track my business and personal expenses
D
David
A lot of the comments are about separating business and personal expenses. My feedback is more about making features for tracking business expenses for tax reporting purposes. I use rules and custom categories to track business expenses and having it auto-categorize my business expenses using rules is amazing.
Juliet
Merged in a post:
Separate personal/ business accounts
L
Lauren Mansfield
Members with business accounts would like a way of keeping those numbers separate from personal spending data
Juliet
Merged in a post:
Split business and personal
Z
Zachary
I would like to be able to split transactions between business and personal and track both
Juliet
Merged in a post:
Business category
Y
Younghun
Some of statement is related with my business. If app can separate the statement for business only, I can analysis my business effectively
N
Natalie
Yes!
L
Logan
love it
Juliet
Merged in a post:
Small Business expense, income,tax
L
Logan
have a additional maybe paid section where you can track all business income, expenses, where I can figure out tax deductions for business purchases and can track business miles on my car. etc
Juliet
Merged in a post:
Track more than one set of accounts.
B
Brigitte
I would like to be able to keep my work finances separate from my personal finances.
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.
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