I would love to be able to track my business and personal expenses | Feature Requests

I would love to be able to track my business and personal expenses

Jake Heller

I have both business and personal expenses on the same cards and I would love a way to easily track both sets of expenses and see budget breakdowns for both. This would be super helpful when it gets to tax season and when am trying to submit expenses for reimbursements.

October 14, 2021

Rafael de Aquino Cunha

I have just requested a similar feature. The only difference is that I suggested the possibility to create Groups for transactions, like: Work, Personal, College, etc...

Ayden

I have a related request. I would agree it would be helpful to have a way to seperare, track, and catagorize business transactions and account information seperare from personal, but still in the app (even if that means paying for another subscription). The AI help response was just to create another account with a different login where you would have to log in and out to switch between the accounts. To me it would be much more convient to work it into the same login/account but maybe that just won't work on the back end of things.

Tiffany

Yes!! Same!

Sierra D

Yes ! Just to be able to swap between account overviews would be amazing

Daniel

Merged in a post:

Set tax deductible rule per account

Jesse

It would be helpful to be able to apply rules at the account level. I have two credit cards linked that are for business & it would be great to have every transaction associated with those account auto set as tax deductible.

March 13, 2025

Leslye

10000% Neeeded!

John Montgomery

Yes please! I have an LLC. Even though I created separate expense categories for my LLC, currently in the summary statement, my personal expenses are mixed together with my LLC expenses and that's obviously a problem.

G *A

John Montgomery Ditto for me as well!

Pablo

Merged in a post:

Business Edition

Lisa Roux

I own real estate and your software is amazing for our business. I rather use it than Quickbooks. I want to give my team access without giving them my log in. Please avance the software as soon as you can:)

March 21, 2023

Victor

A good MVP for this would be to add the ability to tag transactions in addition to categories in this case it tag could be "reimbursable". And make tags searchable.

Jake Heller

Merged in a post:

Separate Dashboard for Business Finances

Tanner

Have a dashboard for business and personal finances so we can better separate the transactions in categories automatically and see monthly cash flow, losses, profits, revenue, etc. you guys are great 🔥

October 14, 2021

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